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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 | $104,247 | $88,672+17.6% | $105,223-0.9% | $82,448+26.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.26% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,909 | $3,048-4.6% | $3,689-21.1% | $2,551+14.0% |
| Participant deferral / active EE | $5,418 | $4,036+34.2% | $5,072+6.8% | $4,139+30.9% |
| Admin fee / account holder | $372 | $7,146-94.8% | $8,859-95.8% | $7,234-94.9% |