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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 | $48,454 | $88,672-45.4% | $105,223-54.0% | $82,448-41.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.02% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,730 | $3,048+22.4% | $3,689+1.1% | $2,551+46.2% |
| Participant deferral / active EE | $5,986 | $4,036+48.3% | $5,072+18.0% | $4,139+44.6% |
| Admin fee / account holder | $4,013 | $7,146-43.8% | $8,859-54.7% | $7,234-44.5% |