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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 | $38,048 | $101,618-62.6% | $93,063-59.1% | $137,256-72.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 223.95%-208.3pp | 34.15%-18.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $691 | $2,707-74.5% | $2,476-72.1% | $4,156-83.4% |
| Participant deferral / active EE | $1,843 | $4,279-56.9% | $3,958-53.4% | $6,407-71.2% |
| Admin fee / account holder | $576 | $6,198-90.7% | $6,033-90.5% | $12,270-95.3% |