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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 | $63,781 | $69,977-8.9% | $108,582-41.3% | $62,881+1.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 34.25% | 10.73%+23.5pp | -51.70%+86.0pp | 20.14%+14.1pp |
| Employer contribution / active EE | $2,035 | $2,135-4.7% | $3,758-45.8% | $2,281-10.8% |
| Participant deferral / active EE | $4,325 | $3,165+36.7% | $4,311+0.3% | $3,203+35.0% |
| Admin fee / account holder | $2,451 | $5,076-51.7% | $7,645-67.9% | $4,296-42.9% |