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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 | $53,314 | $116,190-54.1% | $93,614-43.0% | $152,885-65.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.11% | 35.96%-17.9pp | 32.76%-14.7pp | 345.39%-327.3pp |
| Employer contribution / active EE | $9,286 | $3,219+188.5% | $2,718+241.6% | $4,763+95.0% |
| Participant deferral / active EE | $5,730 | $4,604+24.5% | $4,069+40.8% | $5,851-2.1% |
| Admin fee / account holder | $333 | $10,749-96.9% | $7,889-95.8% | $11,598-97.1% |