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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 | $14,330 | $100,139-85.7% | $85,187-83.2% | $145,884-90.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 84.15%-68.2pp | 66.67%-50.7pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,081 | $3,238-35.7% | $2,732-23.8% | $4,662-55.4% |
| Participant deferral / active EE | $3,832 | $5,296-27.6% | $4,525-15.3% | $6,690-42.7% |
| Admin fee / account holder | $892 | $7,262-87.7% | $6,162-85.5% | $13,392-93.3% |