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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 | $40,025 | $48,327-17.2% | $67,575-40.8% | $80,935-50.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.84% | 18.31%-4.5pp | 3528.98%-3515.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,603 | $2,022-20.7% | $2,736-41.4% | $2,757-41.9% |
| Participant deferral / active EE | $3,795 | $2,927+29.6% | $4,003-5.2% | $4,299-11.7% |
| Admin fee / account holder | $4,467 | $3,692+21.0% | $3,993+11.9% | $6,924-35.5% |