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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 | $47,757 | $51,638-7.5% | $68,368-30.1% | $82,448-42.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 21.84% | 37.53%-15.7pp | 292.57%-270.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $5,531 | $2,047+170.3% | $2,649+108.8% | $2,551+116.8% |
| Participant deferral / active EE | $8,843 | $2,914+203.5% | $4,123+114.5% | $4,139+113.6% |
| Admin fee / account holder | $1,843 | $4,643-60.3% | $5,150-64.2% | $7,234-74.5% |