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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 | $82,039 | $46,877+75.0% | $122,354-32.9% | $70,126+17.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.54% | 24.22%-3.7pp | 30.28%-9.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,338 | $1,288+81.5% | $4,051-42.3% | $2,343-0.2% |
| Participant deferral / active EE | $7,744 | $2,167+257.3% | $3,287+135.6% | $3,332+132.4% |
| Admin fee / account holder | $3,564 | $3,324+7.2% | $5,479-34.9% | $4,645-23.3% |