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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 | $100,472 | $275,752-63.6% | $256,809-60.9% | $198,609-49.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.63% | 34.81%-18.2pp | 32.73%-16.1pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,435 | $7,721-68.5% | $7,263-66.5% | $5,055-51.8% |
| Participant deferral / active EE | $18,002 | $10,037+79.3% | $9,520+89.1% | $6,977+158.0% |
| Admin fee / account holder | $1,460 | $25,716-94.3% | $25,146-94.2% | $19,030-92.3% |