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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 | $83,517 | $115,917-28.0% | $100,535-16.9% | $158,982-47.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.57% | 34.80%-20.2pp | 30.90%-16.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $4,070 | $4,105-0.8% | $3,419+19.1% | $4,763-14.5% |
| Participant deferral / active EE | $4,553 | $6,677-31.8% | $6,271-27.4% | $5,983-23.9% |
| Admin fee / account holder | $828 | $11,002-92.5% | $8,085-89.8% | $11,252-92.6% |