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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 | $18,983 | $95,406-80.1% | $185,849-89.8% | $85,847-77.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 31.05% | 23.59%+7.5pp | 122.10%-91.0pp | 318.61%-287.6pp |
| Employer contribution / active EE | $1,566 | $3,314-52.7% | $5,169-69.7% | $2,565-38.9% |
| Participant deferral / active EE | $3,755 | $3,424+9.7% | $5,569-32.6% | $3,952-5.0% |
| Admin fee / account holder | $352 | $7,214-95.1% | $16,244-97.8% | $6,261-94.4% |