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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 | $46,316 | $81,632-43.3% | $70,455-34.3% | $158,931-70.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.91% | 208.48%-189.6pp | 109.06%-90.1pp | 302.86%-283.9pp |
| Employer contribution / active EE | $1,648 | $3,217-48.8% | $2,737-39.8% | $4,761-65.4% |
| Participant deferral / active EE | $2,811 | $4,554-38.3% | $3,709-24.2% | $5,982-53.0% |
| Admin fee / account holder | $888 | $6,193-85.7% | $3,845-76.9% | $11,247-92.1% |