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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 | $32,218 | $155,555-79.3% | $146,866-78.1% | $155,188-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.06% | 115.41%-100.4pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,022 | $4,647-56.5% | $4,425-54.3% | $4,248-52.4% |
| Participant deferral / active EE | $4,464 | $8,044-44.5% | $7,759-42.5% | $6,531-31.6% |
| Admin fee / account holder | $626 | $14,755-95.8% | $13,620-95.4% | $14,480-95.7% |