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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 | $51,094 | $45,050+13.4% | $63,018-18.9% | $70,126-27.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.92% | 18.76%-3.8pp | 87.62%-72.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $4,424 | $2,052+115.6% | $2,761+60.3% | $2,343+88.9% |
| Participant deferral / active EE | $4,594 | $2,466+86.3% | $3,330+38.0% | $3,332+37.9% |
| Admin fee / account holder | $5,596 | $2,834+97.5% | $3,601+55.4% | $4,645+20.5% |