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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 | $53,620 | $228,395-76.5% | $185,861-71.2% | $158,982-66.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.38% | 40.82%-23.4pp | 35.96%-18.6pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,898 | $4,968-61.8% | $4,088-53.6% | $4,763-60.1% |
| Participant deferral / active EE | $5,027 | $6,417-21.7% | $5,634-10.8% | $5,983-16.0% |
| Admin fee / account holder | $1,822 | $11,869-84.7% | $9,503-80.8% | $11,252-83.8% |