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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 | $44,652 | $95,415-53.2% | $185,851-76.0% | $85,851-48.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 27.01% | 23.59%+3.4pp | 122.11%-95.1pp | 318.63%-291.6pp |
| Employer contribution / active EE | $1,057 | $3,314-68.1% | $5,168-79.6% | $2,565-58.8% |
| Participant deferral / active EE | $3,511 | $3,424+2.5% | $5,569-37.0% | $3,952-11.2% |
| Admin fee / account holder | $3,898 | $7,215-46.0% | $16,245-76.0% | $6,261-37.7% |