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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 | $32,473 | $124,314-73.9% | $109,163-70.3% | $167,518-80.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.54% | 26.04%-15.5pp | 25.75%-15.2pp | 478.71%-468.2pp |
| Employer contribution / active EE | $2,147 | $4,209-49.0% | $3,723-42.3% | $4,838-55.6% |
| Participant deferral / active EE | $2,957 | $5,256-43.7% | $4,654-36.5% | $6,342-53.4% |
| Admin fee / account holder | $539 | $7,973-93.2% | $6,754-92.0% | $12,312-95.6% |