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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 | $51,245 | $174,379-70.6% | $152,093-66.3% | $138,895-63.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.14% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $1,132 | $4,652-75.7% | $4,175-72.9% | $4,194-73.0% |
| Participant deferral / active EE | $5,474 | $6,159-11.1% | $5,451+0.4% | $6,396-14.4% |
| Admin fee / account holder | $3,131 | $16,880-81.4% | $14,497-78.4% | $12,562-75.1% |