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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 | $43,042 | $40,275+6.9% | $57,356-25.0% | $59,633-27.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.81% | 27.52%-25.7pp | 24.41%-22.6pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $3,745 | $1,921+94.9% | $2,689+39.3% | $2,203+70.0% |
| Participant deferral / active EE | $3,811 | $2,400+58.8% | $3,162+20.5% | $3,192+19.4% |
| Admin fee / account holder | $1,553 | $2,820-44.9% | $3,357-53.7% | $4,297-63.9% |