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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 | $41,834 | $105,856-60.5% | $90,161-53.6% | $147,586-71.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.26% | 37.63%-22.4pp | 34.89%-19.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,095 | $4,126-49.2% | $3,318-36.9% | $4,876-57.0% |
| Participant deferral / active EE | $3,526 | $5,733-38.5% | $5,287-33.3% | $5,439-35.2% |
| Admin fee / account holder | $16,733 | $8,046+108.0% | $5,943+181.5% | $10,886+53.7% |