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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 | $25,572 | $124,425-79.4% | $112,040-77.2% | $137,256-81.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.33% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,899 | $3,411-44.3% | $2,954-35.7% | $4,156-54.3% |
| Participant deferral / active EE | $3,463 | $5,718-39.4% | $5,098-32.1% | $6,407-45.9% |
| Admin fee / account holder | $1,081 | $15,207-92.9% | $12,098-91.1% | $12,270-91.2% |