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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 | $57,448 | $99,994-42.5% | $146,643-60.8% | $85,847-33.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.81% | 18.93%-5.1pp | 22.75%-8.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $3,864 | $2,559+51.0% | $4,137-6.6% | $2,565+50.6% |
| Participant deferral / active EE | $6,340 | $4,006+58.3% | $5,506+15.2% | $3,952+60.4% |
| Admin fee / account holder | $4,180 | $7,703-45.7% | $10,280-59.3% | $6,261-33.2% |