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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 | $50,863 | $48,011+5.9% | $63,803-20.3% | $82,637-38.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 12.65% | 19.84%-7.2pp | 543.72%-531.1pp | 53.51%-40.9pp |
| Employer contribution / active EE | $986 | $1,904-48.2% | $2,532-61.1% | $2,552-61.4% |
| Participant deferral / active EE | $1,805 | $2,846-36.6% | $3,843-53.0% | $4,126-56.2% |
| Admin fee / account holder | $7,244 | $3,873+87.0% | $5,196+39.4% | $7,339-1.3% |