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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 | $45,868 | $72,071-36.4% | $68,368-32.9% | $137,256-66.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.39% | 353.14%-333.7pp | 292.57%-273.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,843 | $2,788+2.0% | $2,649+7.3% | $4,156-31.6% |
| Participant deferral / active EE | $4,890 | $4,410+10.9% | $4,123+18.6% | $6,407-23.7% |
| Admin fee / account holder | $1,442 | $5,336-73.0% | $5,150-72.0% | $12,270-88.2% |