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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 | $76,385 | $123,155-38.0% | $108,753-29.8% | $155,188-50.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.91% | 44.73%-25.8pp | 37.47%-18.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $5,407 | $2,811+92.3% | $2,427+122.8% | $4,248+27.3% |
| Participant deferral / active EE | $6,868 | $4,623+48.5% | $4,115+66.9% | $6,531+5.2% |
| Admin fee / account holder | $1,548 | $12,126-87.2% | $10,320-85.0% | $14,480-89.3% |