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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 | $103,799 | $142,972-27.4% | $214,702-51.7% | $86,983+19.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 18.39% | 18.49%-0.1pp | 54.55%-36.2pp | 25.83%-7.4pp |
| Employer contribution / active EE | $2,551 | $4,635-45.0% | $6,461-60.5% | $2,584-1.3% |
| Participant deferral / active EE | $8,991 | $6,568+36.9% | $9,147-1.7% | $4,194+114.4% |
| Admin fee / account holder | $1,392 | $17,617-92.1% | $19,830-93.0% | $7,856-82.3% |