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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 | $25,701 | $57,352-55.2% | $83,831-69.3% | $64,173-60.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 15.69% | 11.38%+4.3pp | 850.99%-835.3pp | 7.63%+8.1pp |
| Employer contribution / active EE | $3,182 | $2,546+25.0% | $3,631-12.4% | $2,381+33.6% |
| Participant deferral / active EE | $1,719 | $2,993-42.6% | $4,082-57.9% | $3,470-50.4% |
| Admin fee / account holder | $526 | $4,046-87.0% | $5,479-90.4% | $4,887-89.2% |