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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 | $84,800 | $86,298-1.7% | $111,308-23.8% | $85,847-1.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.27% | 19.99%-4.7pp | 54.67%-39.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $2,202 | $2,044+7.8% | $2,732-19.4% | $2,565-14.1% |
| Participant deferral / active EE | $3,128 | $3,641-14.1% | $4,487-30.3% | $3,952-20.9% |
| Admin fee / account holder | $1,224 | $8,189-85.1% | $7,965-84.6% | $6,261-80.4% |