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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 | $29,819 | $96,731-69.2% | $123,973-75.9% | $86,983-65.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 21.23% | 17.33%+3.9pp | 388.13%-366.9pp | 25.83%-4.6pp |
| Employer contribution / active EE | $2,784 | $3,297-15.6% | $4,126-32.5% | $2,584+7.7% |
| Participant deferral / active EE | $5,871 | $4,152+41.4% | $5,247+11.9% | $4,194+40.0% |
| Admin fee / account holder | $566 | $8,722-93.5% | $11,799-95.2% | $7,856-92.8% |