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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 | $50,907 | $110,337-53.9% | $102,383-50.3% | $145,877-65.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,761 | $4,216-58.2% | $3,870-54.5% | $4,663-62.2% |
| Participant deferral / active EE | $2,112 | $5,621-62.4% | $5,060-58.3% | $6,691-68.4% |
| Admin fee / account holder | $511 | $9,750-94.8% | $8,391-93.9% | $13,402-96.2% |