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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 | $47,523 | $48,284-1.6% | $67,524-29.6% | $80,911-41.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.73% | 18.27%-0.5pp | 3519.41%-3501.7pp | 35.63%-17.9pp |
| Employer contribution / active EE | $1,298 | $2,021-35.8% | $2,734-52.5% | $2,756-52.9% |
| Participant deferral / active EE | $1,718 | $2,927-41.3% | $4,001-57.1% | $4,297-60.0% |
| Admin fee / account holder | $1,135 | $3,688-69.2% | $4,001-71.6% | $6,935-83.6% |