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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 | $35,603 | $99,053-64.1% | $88,179-59.6% | $138,895-74.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.18% | 78.17%-64.0pp | 64.97%-50.8pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,670 | $2,882-42.1% | $2,549-34.5% | $4,194-60.2% |
| Participant deferral / active EE | $1,343 | $5,225-74.3% | $4,614-70.9% | $6,396-79.0% |
| Admin fee / account holder | $2,615 | $8,748-70.1% | $7,673-65.9% | $12,562-79.2% |