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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 | $52,044 | $77,920-33.2% | $149,723-65.2% | $75,177-30.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.18% | 31.72%-15.5pp | 134.50%-118.3pp | 160.75%-144.6pp |
| Employer contribution / active EE | $3,453 | $3,138+10.0% | $4,821-28.4% | $2,671+29.3% |
| Participant deferral / active EE | $4,117 | $3,411+20.7% | $5,682-27.6% | $4,126-0.2% |
| Admin fee / account holder | $1,780 | $5,951-70.1% | $13,215-86.5% | $5,651-68.5% |