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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 | $65,627 | $132,634-50.5% | $115,768-43.3% | $137,256-52.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.23% | 160.70%-149.5pp | 100.46%-89.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,430 | $3,360-57.4% | $2,940-51.4% | $4,156-65.6% |
| Participant deferral / active EE | $3,894 | $5,619-30.7% | $4,917-20.8% | $6,407-39.2% |
| Admin fee / account holder | $3,562 | $15,028-76.3% | $12,439-71.4% | $12,270-71.0% |