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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 | $23,079 | $90,486-74.5% | $78,676-70.7% | $273,972-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.75% | 75.62%-64.9pp | 62.19%-51.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $2,345 | $3,175-26.1% | $2,850-17.7% | $4,869-51.8% |
| Participant deferral / active EE | $3,928 | $3,901+0.7% | $3,517+11.7% | $5,287-25.7% |
| Admin fee / account holder | $641 | $5,263-87.8% | $4,510-85.8% | $10,133-93.7% |