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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 | $66,190 | $93,346-29.1% | $71,796-7.8% | $273,972-75.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.03% | 130.39%-123.4pp | 78.04%-71.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,397 | $2,733-48.9% | $1,924-27.4% | $4,869-71.3% |
| Participant deferral / active EE | $5,574 | $3,475+60.4% | $2,794+99.5% | $5,287+5.4% |
| Admin fee / account holder | $4,130 | $6,571-37.1% | $4,815-14.2% | $10,133-59.2% |