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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 | $55,571 | $77,908-28.7% | $149,696-62.9% | $75,173-26.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.99% | 31.73%-13.7pp | 134.46%-116.5pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,413 | $3,138-23.1% | $4,821-49.9% | $2,671-9.6% |
| Participant deferral / active EE | $3,241 | $3,411-5.0% | $5,682-43.0% | $4,126-21.5% |
| Admin fee / account holder | $1,999 | $5,950-66.4% | $13,212-84.9% | $5,651-64.6% |