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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 | $13,865 | $77,638-82.1% | $156,551-91.1% | $62,881-78.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.02% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,567 | $3,444-54.5% | $5,501-71.5% | $2,281-31.3% |
| Participant deferral / active EE | $2,087 | $3,046-31.5% | $4,871-57.2% | $3,203-34.8% |
| Admin fee / account holder | $2,813 | $5,561-49.4% | $13,028-78.4% | $4,296-34.5% |