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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,734 | $106,280-54.1% | $96,538-49.5% | $139,487-65.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.74% | 38.48%-17.7pp | 35.74%-15.0pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,164 | $4,107-47.3% | $3,740-42.1% | $4,755-54.5% |
| Participant deferral / active EE | $2,635 | $5,457-51.7% | $4,880-46.0% | $6,713-60.8% |
| Admin fee / account holder | $1,077 | $7,888-86.3% | $6,737-84.0% | $11,407-90.6% |