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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 | $50,509 | $77,905-35.2% | $149,682-66.3% | $75,173-32.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.96% | 31.72%-12.8pp | 134.35%-115.4pp | 160.65%-141.7pp |
| Employer contribution / active EE | $1,422 | $3,138-54.7% | $4,818-70.5% | $2,670-46.8% |
| Participant deferral / active EE | $3,764 | $3,411+10.4% | $5,681-33.7% | $4,126-8.8% |
| Admin fee / account holder | $6,552 | $5,957+10.0% | $13,210-50.4% | $5,651+15.9% |