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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 | $114,006 | $232,540-51.0% | $185,117-38.4% | $147,586-22.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.00% | 43.03%-29.0pp | 40.50%-26.5pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,317 | $5,195-55.4% | $4,182-44.6% | $4,876-52.5% |
| Participant deferral / active EE | $4,276 | $5,834-26.7% | $5,045-15.3% | $5,439-21.4% |
| Admin fee / account holder | $3,700 | $10,275-64.0% | $8,159-54.7% | $10,886-66.0% |