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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 | $33,262 | $105,856-68.6% | $90,161-63.1% | $147,585-77.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.59% | 37.63%-23.0pp | 34.89%-20.3pp | 578.58%-564.0pp |
| Employer contribution / active EE | $1,618 | $4,126-60.8% | $3,318-51.2% | $4,876-66.8% |
| Participant deferral / active EE | $2,488 | $5,733-56.6% | $5,287-52.9% | $5,439-54.3% |
| Admin fee / account holder | $399 | $8,046-95.0% | $5,943-93.3% | $10,886-96.3% |