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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 | $65,291 | $90,509-27.9% | $78,693-17.0% | $273,968-76.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.53% | 75.61%-67.1pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,338 | $3,175-57.9% | $2,850-53.1% | $4,869-72.5% |
| Participant deferral / active EE | $3,526 | $3,901-9.6% | $3,517+0.3% | $5,287-33.3% |
| Admin fee / account holder | $1,090 | $5,264-79.3% | $4,511-75.8% | $10,132-89.2% |