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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 | $13,576 | $51,638-73.7% | $68,368-80.1% | $82,448-83.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 21.98% | 37.53%-15.6pp | 292.57%-270.6pp | 41.64%-19.7pp |
| Employer contribution / active EE | $2,355 | $2,047+15.1% | $2,649-11.1% | $2,551-7.7% |
| Participant deferral / active EE | $4,952 | $2,914+70.0% | $4,123+20.1% | $4,139+19.6% |
| Admin fee / account holder | $1,665 | $4,643-64.1% | $5,150-67.7% | $7,234-77.0% |