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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 | $45,517 | $127,296-64.2% | $109,907-58.6% | $167,536-72.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 12.93% | 22.97%-10.0pp | 29.46%-16.5pp | 478.82%-465.9pp |
| Employer contribution / active EE | $1,136 | $3,325-65.8% | $2,844-60.0% | $4,839-76.5% |
| Participant deferral / active EE | $3,277 | $4,513-27.4% | $4,047-19.0% | $6,342-48.3% |
| Admin fee / account holder | $2,485 | $7,119-65.1% | $6,069-59.0% | $12,315-79.8% |