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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 | $22,027 | $111,535-80.3% | $105,223-79.1% | $137,256-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.58% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,459 | $3,939-37.6% | $3,689-33.3% | $4,156-40.8% |
| Participant deferral / active EE | $3,300 | $5,500-40.0% | $5,072-34.9% | $6,407-48.5% |
| Admin fee / account holder | $2,971 | $9,721-69.4% | $8,859-66.5% | $12,270-75.8% |