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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 | $53,500 | $47,479+12.7% | $62,929-15.0% | $82,448-35.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 12.22% | 20.34%-8.1pp | 1063.93%-1051.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,427 | $1,885-24.3% | $2,505-43.0% | $2,551-44.0% |
| Participant deferral / active EE | $3,998 | $2,870+39.3% | $3,888+2.8% | $4,139-3.4% |
| Admin fee / account holder | $1,486 | $3,804-60.9% | $5,065-70.7% | $7,234-79.5% |