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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 | $63,953 | $115,814-44.8% | $101,275-36.9% | $158,982-59.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.13% | 56.16%-43.0pp | 46.48%-33.4pp | 302.99%-289.9pp |
| Employer contribution / active EE | $1,714 | $4,176-59.0% | $3,660-53.2% | $4,763-64.0% |
| Participant deferral / active EE | $2,338 | $4,958-52.8% | $4,371-46.5% | $5,983-60.9% |
| Admin fee / account holder | $1,428 | $7,249-80.3% | $5,948-76.0% | $11,252-87.3% |