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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 | $44,193 | $85,171-48.1% | $172,753-74.4% | $72,976-39.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.90% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $483 | $3,324-85.5% | $5,144-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $3,436 | $3,260+5.4% | $5,198-33.9% | $3,608-4.8% |
| Admin fee / account holder | $1,125 | $5,880-80.9% | $13,956-91.9% | $5,124-78.1% |