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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 | $51,290 | $51,638-0.7% | $68,368-25.0% | $82,448-37.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.59% | 37.53%-23.9pp | 292.57%-279.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,648 | $2,047+29.4% | $2,6490% | $2,551+3.8% |
| Participant deferral / active EE | $3,152 | $2,914+8.2% | $4,123-23.5% | $4,139-23.9% |
| Admin fee / account holder | $3,317 | $4,643-28.6% | $5,150-35.6% | $7,234-54.1% |