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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 | $47,643 | $110,212-56.8% | $96,534-50.6% | $139,466-65.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.38% | 26.42%-12.0pp | 25.88%-11.5pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,107 | $3,620-69.4% | $2,965-62.7% | $4,754-76.7% |
| Participant deferral / active EE | $2,957 | $5,547-46.7% | $4,851-39.1% | $6,712-56.0% |
| Admin fee / account holder | $842 | $11,599-92.7% | $8,253-89.8% | $11,409-92.6% |