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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 | $31,743 | $90,509-64.9% | $78,693-59.7% | $273,968-88.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.79% | 75.61%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,350 | $3,175-26.0% | $2,850-17.6% | $4,869-51.7% |
| Participant deferral / active EE | $3,000 | $3,901-23.1% | $3,517-14.7% | $5,287-43.3% |
| Admin fee / account holder | $2,465 | $5,264-53.2% | $4,511-45.4% | $10,132-75.7% |