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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 | $83,911 | $111,814-25.0% | $103,378-18.8% | $145,978-42.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.98% | 24.80%+9.2pp | 24.91%+9.1pp | 550.52%-516.5pp |
| Employer contribution / active EE | $2,692 | $4,215-36.1% | $3,870-30.5% | $4,662-42.3% |
| Participant deferral / active EE | $11,465 | $5,618+104.1% | $5,058+126.7% | $6,690+71.4% |
| Admin fee / account holder | $656 | $9,764-93.3% | $8,401-92.2% | $13,400-95.1% |