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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 | $48,011+7.5% | $63,803-19.1% | $82,637-37.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 13.13% | 19.84%-6.7pp | 543.72%-530.6pp | 53.51%-40.4pp |
| Employer contribution / active EE | $2,686 | $1,904+41.1% | $2,532+6.1% | $2,552+5.2% |
| Participant deferral / active EE | $4,671 | $2,846+64.1% | $3,843+21.5% | $4,126+13.2% |
| Admin fee / account holder | $6,253 | $3,873+61.4% | $5,196+20.3% | $7,339-14.8% |