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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 | $15,734 | $90,486-82.6% | $78,676-80.0% | $273,972-94.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.68% | 75.62%-70.9pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $3,022 | $3,175-4.8% | $2,850+6.0% | $4,869-37.9% |
| Participant deferral / active EE | $1,388 | $3,901-64.4% | $3,517-60.5% | $5,287-73.8% |
| Admin fee / account holder | $9,028 | $5,263+71.5% | $4,510+100.2% | $10,133-10.9% |