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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 | $49,017 | $65,367-25.0% | $92,915-47.2% | $72,976-32.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.67% | 42.11%-21.4pp | 109.45%-88.8pp | 81.02%-60.3pp |
| Employer contribution / active EE | $8,787 | $2,594+238.8% | $3,653+140.5% | $2,440+260.1% |
| Participant deferral / active EE | $3,169 | $3,128+1.3% | $4,238-25.2% | $3,608-12.2% |
| Admin fee / account holder | $415 | $4,251-90.2% | $5,796-92.8% | $5,124-91.9% |