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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 | $26,022 | $84,236-69.1% | $170,435-84.7% | $70,126-62.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.34% | 23.06%-5.7pp | 205.94%-188.6pp | 73.15%-55.8pp |
| Employer contribution / active EE | $3,878 | $3,387+14.5% | $5,432-28.6% | $2,343+65.6% |
| Participant deferral / active EE | $1,561 | $3,086-49.4% | $4,939-68.4% | $3,332-53.1% |
| Admin fee / account holder | $1,886 | $5,698-66.9% | $13,881-86.4% | $4,645-59.4% |