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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 | $109,221 | $49,239+121.8% | $70,462+55.0% | $79,858+36.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.30% | 30.08%-17.8pp | 109.08%-96.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,785 | $2,100-15.0% | $2,737-34.8% | $2,471-27.8% |
| Participant deferral / active EE | $3,681 | $2,769+32.9% | $3,710-0.8% | $3,740-1.6% |
| Admin fee / account holder | $4,595 | $2,876+59.8% | $3,845+19.5% | $5,306-13.4% |