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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 | $51,690 | $95,404-45.8% | $113,397-54.4% | $82,637-37.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 53.82% | 19.08%+34.7pp | 23.20%+30.6pp | 53.51%+0.3pp |
| Employer contribution / active EE | $2,963 | $2,307+28.5% | $2,977-0.5% | $2,552+16.1% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,186 | $9,168-87.1% | $11,957-90.1% | $7,339-83.8% |