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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 | $47,288 | $49,249-4.0% | $70,476-32.9% | $79,852-40.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 24.75% | 30.09%-5.3pp | 109.12%-84.4pp | 31.72%-7.0pp |
| Employer contribution / active EE | $8,893 | $2,100+323.4% | $2,738+224.8% | $2,471+259.9% |
| Participant deferral / active EE | $4,419 | $2,769+59.6% | $3,710+19.1% | $3,740+18.1% |
| Admin fee / account holder | $1,344 | $2,878-53.3% | $3,847-65.1% | $5,306-74.7% |