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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 | $49,906 | $48,327+3.3% | $67,575-26.1% | $80,935-38.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.22% | 18.31%-5.1pp | 3528.98%-3515.8pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,298 | $2,022+13.6% | $2,736-16.0% | $2,757-16.6% |
| Participant deferral / active EE | $1,796 | $2,927-38.7% | $4,003-55.1% | $4,299-58.2% |
| Admin fee / account holder | $986 | $3,692-73.3% | $3,993-75.3% | $6,924-85.8% |