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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 | $72,786 | $62,672+16.1% | $185,117-60.7% | $70,126+3.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 15.96% | 40.79%-24.8pp | 40.50%-24.5pp | 73.15%-57.2pp |
| Employer contribution / active EE | $3,560 | $1,753+103.1% | $4,182-14.9% | $2,343+52.0% |
| Participant deferral / active EE | $3,300 | $3,272+0.9% | $5,045-34.6% | $3,332-1.0% |
| Admin fee / account holder | $873 | $3,932-77.8% | $8,159-89.3% | $4,645-81.2% |