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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 | $45,371 | $96,491-53.0% | $75,894-40.2% | $152,885-70.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 23.44% | 33.98%-10.5pp | 30.76%-7.3pp | 345.39%-322.0pp |
| Employer contribution / active EE | $1,457 | $3,310-56.0% | $2,501-41.7% | $4,763-69.4% |
| Participant deferral / active EE | $9,921 | $4,553+117.9% | $3,603+175.3% | $5,851+69.6% |
| Admin fee / account holder | $2,938 | $8,079-63.6% | $5,420-45.8% | $11,598-74.7% |