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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 | $53,845 | $99,875-46.1% | $146,866-63.3% | $86,983-38.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.92% | 28.10%-4.2pp | 102.85%-78.9pp | 25.83%-1.9pp |
| Employer contribution / active EE | $8,241 | $3,224+155.6% | $4,425+86.3% | $2,584+218.9% |
| Participant deferral / active EE | $15,088 | $6,322+138.6% | $7,759+94.5% | $4,194+259.8% |
| Admin fee / account holder | $5,906 | $7,838-24.6% | $13,620-56.6% | $7,856-24.8% |