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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 | $43,634 | $48,327-9.7% | $67,575-35.4% | $80,935-46.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.47% | 18.31%-5.8pp | 3528.98%-3516.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $1,763 | $2,022-12.8% | $2,736-35.5% | $2,757-36.0% |
| Participant deferral / active EE | $2,327 | $2,927-20.5% | $4,003-41.9% | $4,299-45.9% |
| Admin fee / account holder | $425 | $3,692-88.5% | $3,993-89.3% | $6,924-93.9% |