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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 | $37,614 | $99,053-62.0% | $88,179-57.3% | $138,895-72.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 14.77% | 78.17%-63.4pp | 64.97%-50.2pp | 145.39%-130.6pp |
| Employer contribution / active EE | $828 | $2,882-71.3% | $2,549-67.5% | $4,194-80.3% |
| Participant deferral / active EE | $1,217 | $5,225-76.7% | $4,614-73.6% | $6,396-81.0% |
| Admin fee / account holder | $427 | $8,748-95.1% | $7,673-94.4% | $12,562-96.6% |