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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 | $26,394 | $225,673-88.3% | $203,872-87.1% | $155,188-83.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 17.60% | 95.91%-78.3pp | 85.11%-67.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,202 | $4,099-46.3% | $3,757-41.4% | $4,248-48.2% |
| Participant deferral / active EE | $5,021 | $6,893-27.2% | $6,388-21.4% | $6,531-23.1% |
| Admin fee / account holder | $3,506 | $12,327-71.6% | $11,730-70.1% | $14,480-75.8% |