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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 | $143,969-27.9% | $199,883-48.1% | $82,637+25.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 18.39% | 25.67%-7.3pp | 43.81%-25.4pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,551 | $4,632-44.9% | $6,261-59.3% | $2,5520% |
| Participant deferral / active EE | $8,991 | $6,937+29.6% | $9,138-1.6% | $4,126+117.9% |
| Admin fee / account holder | $1,392 | $14,597-90.5% | $17,268-91.9% | $7,339-81.0% |