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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 | $140,509 | $64,311+118.5% | $57,356+145.0% | $125,389+12.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 4.91% | 25.14%-20.2pp | 24.41%-19.5pp | 282.24%-277.3pp |
| Employer contribution / active EE | $432 | $3,193-86.5% | $2,689-83.9% | $4,866-91.1% |
| Participant deferral / active EE | $3,031 | $3,846-21.2% | $3,162-4.1% | $5,352-43.4% |
| Admin fee / account holder | $2,381 | $5,243-54.6% | $3,357-29.1% | $9,541-75.0% |