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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 | $48,011+11.4% | $63,803-16.1% | $82,637-35.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.22% | 19.84%-7.6pp | 543.72%-531.5pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,427 | $1,904-25.0% | $2,532-43.6% | $2,552-44.1% |
| Participant deferral / active EE | $3,998 | $2,846+40.4% | $3,843+4.0% | $4,126-3.1% |
| Admin fee / account holder | $1,486 | $3,873-61.6% | $5,196-71.4% | $7,339-79.8% |