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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 | $37,655 | $117,846-68.0% | $102,434-63.2% | $145,884-74.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.75% | 31.90%-22.1pp | 29.46%-19.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,202 | $3,615-39.1% | $3,023-27.2% | $4,662-52.8% |
| Participant deferral / active EE | $3,029 | $5,733-47.2% | $5,055-40.1% | $6,690-54.7% |
| Admin fee / account holder | $4,112 | $13,356-69.2% | $9,462-56.5% | $13,392-69.3% |