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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 | $105,475 | $110,137-4.2% | $161,149-34.5% | $82,637+27.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.94% | 20.69%-4.7pp | 21.16%-5.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $5,383 | $2,856+88.5% | $4,360+23.5% | $2,552+110.9% |
| Participant deferral / active EE | $6,373 | $4,575+39.3% | $6,153+3.6% | $4,126+54.5% |
| Admin fee / account holder | $1,271 | $9,467-86.6% | $15,194-91.6% | $7,339-82.7% |