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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 | $59,318 | $78,690-24.6% | $161,489-63.3% | $87,485-32.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 13.09% | 32.74%-19.7pp | 89.72%-76.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $3,890 | $2,588+50.3% | $4,268-8.9% | $2,596+49.8% |
| Participant deferral / active EE | $5,982 | $3,311+80.7% | $5,630+6.3% | $4,274+40.0% |
| Admin fee / account holder | $10,388 | $6,724+54.5% | $16,006-35.1% | $7,775+33.6% |