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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 | $27,605 | $48,277-42.8% | $67,511-59.1% | $80,874-65.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.75% | 18.27%-3.5pp | 3517.41%-3502.7pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,026 | $2,021+0.2% | $2,733-25.9% | $2,756-26.5% |
| Participant deferral / active EE | $3,599 | $2,926+23.0% | $4,000-10.0% | $4,297-16.2% |
| Admin fee / account holder | $2,461 | $3,687-33.2% | $3,999-38.4% | $6,935-64.5% |