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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 | $19,359 | $69,274-72.1% | $64,097-69.8% | $139,487-86.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.97% | 46.00%-32.0pp | 33.75%-19.8pp | 373.84%-359.9pp |
| Employer contribution / active EE | $3,903 | $3,187+22.5% | $2,750+41.9% | $4,755-17.9% |
| Participant deferral / active EE | $2,179 | $4,685-53.5% | $3,881-43.9% | $6,713-67.5% |
| Admin fee / account holder | $2,736 | $4,247-35.6% | $3,070-10.9% | $11,407-76.0% |