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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 | $39,714 | $65,434-39.3% | $98,483-59.7% | $85,847-53.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.71% | 21.75%-10.0pp | 1494.38%-1482.7pp | 318.61%-306.9pp |
| Employer contribution / active EE | $2,957 | $2,169+36.4% | $2,961-0.1% | $2,565+15.3% |
| Participant deferral / active EE | $5,383 | $3,168+69.9% | $4,276+25.9% | $3,952+36.2% |
| Admin fee / account holder | $465 | $4,595-89.9% | $5,953-92.2% | $6,261-92.6% |