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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 | $32,209 | $185,312-82.6% | $161,489-80.1% | $154,746-79.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.73% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,549 | $4,769-46.6% | $4,268-40.3% | $4,379-41.8% |
| Participant deferral / active EE | $2,023 | $6,350-68.1% | $5,630-64.1% | $6,730-69.9% |
| Admin fee / account holder | $575 | $18,654-96.9% | $16,006-96.4% | $14,365-96.0% |