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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 | $96,979 | $99,875-2.9% | $146,866-34.0% | $86,983+11.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.83% | 28.10%-13.3pp | 102.85%-88.0pp | 25.83%-11.0pp |
| Employer contribution / active EE | $4,198 | $3,224+30.2% | $4,425-5.1% | $2,584+62.4% |
| Participant deferral / active EE | $7,923 | $6,322+25.3% | $7,759+2.1% | $4,194+88.9% |
| Admin fee / account holder | $1,540 | $7,838-80.4% | $13,620-88.7% | $7,856-80.4% |