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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 | $165,413 | $116,167+42.4% | $64,489+156.5% | $137,256+20.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 13.66% | 36.55%-22.9pp | 55.03%-41.4pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,035 | $2,483+62.5% | $1,523+164.9% | $4,156-2.9% |
| Participant deferral / active EE | $8,975 | $4,215+112.9% | $2,778+223.1% | $6,407+40.1% |
| Admin fee / account holder | $779 | $6,188-87.4% | $4,260-81.7% | $12,270-93.6% |