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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 | $48,314+7.4% | $67,561-23.2% | $80,925-35.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.73% | 18.28%-4.5pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $3,040 | $2,022+50.4% | $2,735+11.2% | $2,756+10.3% |
| Participant deferral / active EE | $3,258 | $2,927+11.3% | $4,003-18.6% | $4,299-24.2% |
| Admin fee / account holder | $7,288 | $3,690+97.5% | $4,006+82.0% | $6,940+5.0% |