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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 | $39,001 | $87,132-55.2% | $105,624-63.1% | $80,959-51.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.93% | 17.03%+0.9pp | 116.20%-98.3pp | 35.67%-17.7pp |
| Employer contribution / active EE | $2,457 | $2,397+2.5% | $3,168-22.4% | $2,757-10.9% |
| Participant deferral / active EE | $1,759 | $3,985-55.9% | $5,013-64.9% | $4,300-59.1% |
| Admin fee / account holder | $4,165 | $8,449-50.7% | $10,961-62.0% | $6,925-39.9% |