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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 | $35,916 | $94,439-62.0% | $73,658-51.2% | $154,746-76.8% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | 15.45% | 28.25%-12.8pp | 29.72%-14.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $4,520 | $1,257+259.5% | $1,032+337.9% | $4,379+3.2% |
| Participant deferral / active EE | $3,333 | $2,527+31.9% | $2,062+61.7% | $6,730-50.5% |
| Admin fee / account holder | $447 | $3,843-88.4% | $3,357-86.7% | $14,365-96.9% |