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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 | $40,193 | $90,486-55.6% | $78,676-48.9% | $273,972-85.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.72% | 75.62%-67.9pp | 62.19%-54.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,129 | $3,175-33.0% | $2,850-25.3% | $4,869-56.3% |
| Participant deferral / active EE | $4,596 | $3,901+17.8% | $3,517+30.7% | $5,287-13.1% |
| Admin fee / account holder | $2,592 | $5,263-50.8% | $4,510-42.5% | $10,133-74.4% |