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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 | $41,342 | $48,078-14.0% | $78,676-47.5% | $62,881-34.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.73% | 31.36%-25.6pp | 62.19%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,360 | $2,015+17.2% | $2,850-17.2% | $2,281+3.5% |
| Participant deferral / active EE | $1,899 | $2,587-26.6% | $3,517-46.0% | $3,203-40.7% |
| Admin fee / account holder | $7,164 | $3,206+123.4% | $4,510+58.8% | $4,296+66.8% |