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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 | $62,858 | $107,421-41.5% | $182,262-65.5% | $94,015-33.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 16.45% | 21.32%-4.9pp | 140.60%-124.1pp | 17.84%-1.4pp |
| Employer contribution / active EE | $7,363 | $3,448+113.6% | $5,046+45.9% | $2,790+163.9% |
| Participant deferral / active EE | $5,345 | $6,558-18.5% | $8,276-35.4% | $4,249+25.8% |
| Admin fee / account holder | $4,485 | $8,692-48.4% | $16,712-73.2% | $8,951-49.9% |