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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 | $37,406 | $124,980-70.1% | $108,359-65.5% | $154,746-75.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.09% | 45.00%-28.9pp | 36.89%-20.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,352 | $2,851-17.5% | $2,399-2.0% | $4,379-46.3% |
| Participant deferral / active EE | $6,885 | $4,743+45.2% | $4,137+66.4% | $6,730+2.3% |
| Admin fee / account holder | $1,730 | $11,502-85.0% | $9,741-82.2% | $14,365-88.0% |