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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 | $32,882 | $100,262-67.2% | $81,370-59.6% | $145,897-77.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.69% | 34.52%-19.8pp | 24.85%-10.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,467 | $2,979+16.4% | $2,464+40.7% | $4,663-25.6% |
| Participant deferral / active EE | $3,189 | $4,612-30.9% | $3,885-17.9% | $6,689-52.3% |
| Admin fee / account holder | $1,030 | $8,163-87.4% | $5,749-82.1% | $13,390-92.3% |