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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 | $78,164 | $110,307-29.1% | $96,576-19.1% | $139,456-44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.05% | 26.40%-12.3pp | 25.87%-11.8pp | 373.45%-359.4pp |
| Employer contribution / active EE | $4,779 | $3,619+32.0% | $2,965+61.2% | $4,753+0.6% |
| Participant deferral / active EE | $2,899 | $5,547-47.7% | $4,851-40.2% | $6,711-56.8% |
| Admin fee / account holder | $4,281 | $11,597-63.1% | $8,253-48.1% | $11,407-62.5% |