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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 | $83,154 | $108,825-23.6% | $156,181-46.8% | $82,448+0.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.08% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,678 | $2,870+28.2% | $4,294-14.3% | $2,551+44.2% |
| Participant deferral / active EE | $5,378 | $4,577+17.5% | $6,132-12.3% | $4,139+29.9% |
| Admin fee / account holder | $1,087 | $9,341-88.4% | $14,586-92.5% | $7,234-85.0% |