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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 | $46,175 | $107,421-57.0% | $182,262-74.7% | $94,015-50.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 20.13% | 21.32%-1.2pp | 140.60%-120.5pp | 17.84%+2.3pp |
| Employer contribution / active EE | $3,259 | $3,448-5.5% | $5,046-35.4% | $2,790+16.8% |
| Participant deferral / active EE | $9,017 | $6,558+37.5% | $8,276+8.9% | $4,249+112.2% |
| Admin fee / account holder | $549 | $8,692-93.7% | $16,712-96.7% | $8,951-93.9% |