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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 | $63,002 | $105,210-40.1% | $159,487-60.5% | $85,851-26.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.29% | 45.08%-31.8pp | 263.71%-250.4pp | 318.63%-305.3pp |
| Employer contribution / active EE | $3,328 | $3,319+0.3% | $4,831-31.1% | $2,565+29.7% |
| Participant deferral / active EE | $4,559 | $5,946-23.3% | $7,354-38.0% | $3,952+15.4% |
| Admin fee / account holder | $915 | $6,934-86.8% | $10,804-91.5% | $6,261-85.4% |