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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 | $44,227 | $45,152-2.0% | $73,835-40.1% | $59,633-25.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.96% | 27.40%-26.4pp | 2268.13%-2267.2pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $2,310 | $1,901+21.5% | $2,788-17.1% | $2,203+4.9% |
| Participant deferral / active EE | $1,970 | $2,573-23.4% | $3,583-45.0% | $3,192-38.3% |
| Admin fee / account holder | $3,399 | $3,515-3.3% | $4,880-30.3% | $4,297-20.9% |