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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 | $51,894 | $48,337+7.4% | $67,560-23.2% | $80,959-35.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.73% | 18.26%-4.5pp | 3533.50%-3519.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,040 | $2,023+50.3% | $2,737+11.1% | $2,757+10.3% |
| Participant deferral / active EE | $3,258 | $2,928+11.3% | $4,004-18.6% | $4,300-24.2% |
| Admin fee / account holder | $7,288 | $3,695+97.2% | $3,994+82.5% | $6,925+5.2% |