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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 | $52,076 | $180,028-71.1% | $138,135-62.3% | $158,982-67.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 10.21% | 21.68%-11.5pp | 20.51%-10.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,644 | $7,470-78.0% | $5,587-70.6% | $4,763-65.5% |
| Participant deferral / active EE | $2,802 | $7,717-63.7% | $6,431-56.4% | $5,983-53.2% |
| Admin fee / account holder | $1,026 | $17,912-94.3% | $11,856-91.3% | $11,252-90.9% |