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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 | $54,635 | $89,259-38.8% | $107,187-49.0% | $82,637-33.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.47% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.0pp |
| Employer contribution / active EE | $3,507 | $3,080+13.9% | $3,782-7.3% | $2,552+37.4% |
| Participant deferral / active EE | $5,052 | $4,037+25.1% | $5,096-0.9% | $4,126+22.4% |
| Admin fee / account holder | $4,820 | $7,381-34.7% | $9,162-47.4% | $7,339-34.3% |