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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 | $51,610 | $51,184+0.8% | $66,439-22.3% | $86,983-40.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 13.13% | 17.07%-3.9pp | 757.66%-744.5pp | 25.83%-12.7pp |
| Employer contribution / active EE | $2,686 | $2,023+32.8% | $2,637+1.9% | $2,584+3.9% |
| Participant deferral / active EE | $4,671 | $2,927+59.5% | $3,876+20.5% | $4,194+11.4% |
| Admin fee / account holder | $6,253 | $4,154+50.5% | $6,173+1.3% | $7,856-20.4% |