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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 | $89,933 | $106,247-15.4% | $96,515-6.8% | $139,466-35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.87% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,588 | $4,106-61.3% | $3,740-57.5% | $4,754-66.6% |
| Participant deferral / active EE | $6,116 | $5,456+12.1% | $4,880+25.3% | $6,712-8.9% |
| Admin fee / account holder | $1,100 | $7,885-86.0% | $6,735-83.7% | $11,409-90.4% |