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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 | $55,473 | $70,418-21.2% | $96,570-42.6% | $85,847-35.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 31.60% | 18.59%+13.0pp | 37.79%-6.2pp | 318.61%-287.0pp |
| Employer contribution / active EE | $1,464 | $1,413+3.6% | $2,357-37.9% | $2,565-42.9% |
| Participant deferral / active EE | $3,254 | $2,894+12.5% | $3,849-15.5% | $3,952-17.7% |
| Admin fee / account holder | $882 | $4,995-82.3% | $6,182-85.7% | $6,261-85.9% |