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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 | $46,932 | $106,923-56.1% | $84,023-44.1% | $152,909-69.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.27% | 105.02%-87.7pp | 71.32%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,537 | $2,735-43.8% | $1,984-22.5% | $4,764-67.7% |
| Participant deferral / active EE | $3,391 | $4,013-15.5% | $3,239+4.7% | $5,851-42.0% |
| Admin fee / account holder | $1,916 | $8,289-76.9% | $6,102-68.6% | $11,601-83.5% |