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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 | $47,122 | $103,038-54.3% | $90,324-47.8% | $152,909-69.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 29.35% | 95.25%-65.9pp | 78.15%-48.8pp | 345.46%-316.1pp |
| Employer contribution / active EE | $2,483 | $3,141-20.9% | $2,856-13.0% | $4,764-47.9% |
| Participant deferral / active EE | $3,913 | $4,282-8.6% | $3,885+0.7% | $5,851-33.1% |
| Admin fee / account holder | $519 | $6,177-91.6% | $5,356-90.3% | $11,601-95.5% |