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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 | $50,251 | $99,652-49.6% | $78,778-36.2% | $147,586-66.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 7.27% | 47.28%-40.0pp | 35.62%-28.3pp | 578.59%-571.3pp |
| Employer contribution / active EE | $884 | $2,796-68.4% | $1,986-55.5% | $4,876-81.9% |
| Participant deferral / active EE | $2,780 | $3,664-24.1% | $2,958-6.0% | $5,439-48.9% |
| Admin fee / account holder | $698 | $7,155-90.2% | $5,134-86.4% | $10,886-93.6% |