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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 | $46,222 | $98,240-52.9% | $82,312-43.8% | $147,586-68.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.90% | 30.85%-10.0pp | 25.88%-5.0pp | 578.59%-557.7pp |
| Employer contribution / active EE | $3,351 | $3,192+5.0% | $2,428+38.0% | $4,876-31.3% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $577 | $8,563-93.3% | $5,608-89.7% | $10,886-94.7% |