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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 | $48,284+3.4% | $67,524-26.1% | $80,911-38.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.22% | 18.27%-5.0pp | 3519.41%-3506.2pp | 35.63%-22.4pp |
| Employer contribution / active EE | $2,298 | $2,021+13.7% | $2,734-15.9% | $2,756-16.6% |
| Participant deferral / active EE | $1,796 | $2,927-38.6% | $4,001-55.1% | $4,297-58.2% |
| Admin fee / account holder | $986 | $3,688-73.3% | $4,001-75.4% | $6,935-85.8% |