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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 | $59,172 | $104,694-43.5% | $85,709-31.0% | $167,536-64.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.07% | 21.45%-7.4pp | 21.49%-7.4pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,844 | $3,337-44.7% | $2,619-29.6% | $4,839-61.9% |
| Participant deferral / active EE | $2,947 | $4,826-38.9% | $3,924-24.9% | $6,342-53.5% |
| Admin fee / account holder | $24,123 | $10,035+140.4% | $6,876+250.8% | $12,315+95.9% |