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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 | $30,225 | $78,690-61.6% | $161,489-81.3% | $87,485-65.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 21.68% | 32.74%-11.1pp | 89.72%-68.0pp | 26.06%-4.4pp |
| Employer contribution / active EE | $2,166 | $2,588-16.3% | $4,268-49.3% | $2,596-16.6% |
| Participant deferral / active EE | $4,038 | $3,311+22.0% | $5,630-28.3% | $4,274-5.5% |
| Admin fee / account holder | $1,979 | $6,724-70.6% | $16,006-87.6% | $7,775-74.6% |