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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 | $36,752 | $54,757-32.9% | $90,304-59.3% | $72,975-49.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.00% | 30.63%-10.6pp | 78.13%-58.1pp | 81.01%-61.0pp |
| Employer contribution / active EE | $2,103 | $2,093+0.5% | $2,855-26.3% | $2,440-13.8% |
| Participant deferral / active EE | $4,160 | $2,887+44.1% | $3,885+7.1% | $3,608+15.3% |
| Admin fee / account holder | $739 | $3,973-81.4% | $5,354-86.2% | $5,124-85.6% |