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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 | $41,771 | $54,757-23.7% | $90,304-53.7% | $72,975-42.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.20% | 30.63%-9.4pp | 78.13%-56.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,677 | $2,093+27.9% | $2,855-6.2% | $2,440+9.7% |
| Participant deferral / active EE | $3,933 | $2,887+36.2% | $3,885+1.2% | $3,608+9.0% |
| Admin fee / account holder | $6,295 | $3,973+58.4% | $5,354+17.6% | $5,124+22.9% |