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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 | $48,736 | $106,918-54.4% | $84,021-42.0% | $152,897-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.86% | 105.01%-87.1pp | 71.32%-53.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $950 | $2,735-65.3% | $1,984-52.1% | $4,764-80.1% |
| Participant deferral / active EE | $3,449 | $4,012-14.0% | $3,239+6.5% | $5,851-41.1% |
| Admin fee / account holder | $1,757 | $8,288-78.8% | $6,102-71.2% | $11,599-84.9% |