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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 | $58,216 | $91,559-36.4% | $133,978-56.5% | $79,856-27.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.36% | 61.85%-41.5pp | 45.10%-24.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,657 | $2,384-30.5% | $3,919-57.7% | $2,471-33.0% |
| Participant deferral / active EE | $2,789 | $3,734-25.3% | $5,047-44.7% | $3,741-25.4% |
| Admin fee / account holder | $1,080 | $6,321-82.9% | $8,930-87.9% | $5,306-79.6% |