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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 | $49,891 | $135,956-63.3% | $123,894-59.7% | $273,972-81.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.59% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $964 | $5,170-81.4% | $4,617-79.1% | $4,869-80.2% |
| Participant deferral / active EE | $3,748 | $6,343-40.9% | $5,984-37.4% | $5,287-29.1% |
| Admin fee / account holder | $437 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |