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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 | $48,921 | $71,230-31.3% | $93,727-47.8% | $80,959-39.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 32.85% | 11.26%+21.6pp | 133.83%-101.0pp | 35.67%-2.8pp |
| Employer contribution / active EE | $4,981 | $1,565+218.2% | $2,421+105.7% | $2,757+80.6% |
| Participant deferral / active EE | $11,082 | $4,037+174.5% | $4,417+150.9% | $4,300+157.7% |
| Admin fee / account holder | $2,389 | $6,961-65.7% | $8,292-71.2% | $6,925-65.5% |