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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 | $57,497 | $117,859-51.2% | $102,438-43.9% | $145,959-60.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 31.72%-18.6pp | 29.37%-16.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,796 | $3,615-50.3% | $3,024-40.6% | $4,661-61.5% |
| Participant deferral / active EE | $4,720 | $5,732-17.7% | $5,054-6.6% | $6,689-29.4% |
| Admin fee / account holder | $2,849 | $13,318-78.6% | $9,448-69.8% | $13,398-78.7% |