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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 | $48,277+7.5% | $67,511-23.1% | $80,874-35.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.73% | 18.27%-4.5pp | 3517.41%-3503.7pp | 35.62%-21.9pp |
| Employer contribution / active EE | $3,040 | $2,021+50.4% | $2,733+11.3% | $2,756+10.3% |
| Participant deferral / active EE | $3,258 | $2,926+11.3% | $4,000-18.6% | $4,297-24.2% |
| Admin fee / account holder | $7,288 | $3,687+97.7% | $3,999+82.3% | $6,935+5.1% |