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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 | $54,132 | $89,367-39.4% | $141,191-61.7% | $72,975-25.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 28.04% | 111.87%-83.8pp | 71.41%-43.4pp | 81.01%-53.0pp |
| Employer contribution / active EE | $3,184 | $3,115+2.2% | $4,736-32.8% | $2,440+30.5% |
| Participant deferral / active EE | $6,846 | $5,419+26.3% | $6,710+2.0% | $3,608+89.8% |
| Admin fee / account holder | $320 | $5,957-94.6% | $10,264-96.9% | $5,124-93.8% |