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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 | $46,252 | $100,970-54.2% | $96,576-52.1% | $137,256-66.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.72% | 38.16%-23.4pp | 38.47%-23.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $5,003 | $3,809+31.3% | $3,553+40.8% | $4,156+20.4% |
| Participant deferral / active EE | $12,109 | $8,286+46.1% | $7,956+52.2% | $6,407+89.0% |
| Admin fee / account holder | $2,333 | $11,312-79.4% | $11,381-79.5% | $12,270-81.0% |