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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 | $70,134 | $89,367-21.5% | $141,191-50.3% | $72,975-3.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.48% | 111.87%-88.4pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $2,248 | $3,115-27.8% | $4,736-52.5% | $2,440-7.9% |
| Participant deferral / active EE | $5,489 | $5,419+1.3% | $6,710-18.2% | $3,608+52.1% |
| Admin fee / account holder | $1,891 | $5,957-68.3% | $10,264-81.6% | $5,124-63.1% |