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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 | $61,898 | $98,776-37.3% | $149,745-58.7% | $79,856-22.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.04% | 27.38%-13.3pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,918 | $3,217+52.9% | $4,646+5.9% | $2,471+99.0% |
| Participant deferral / active EE | $3,536 | $5,681-37.8% | $6,843-48.3% | $3,741-5.5% |
| Admin fee / account holder | $4,959 | $6,053-18.1% | $9,312-46.7% | $5,306-6.5% |