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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 | $70,325 | $117,846-40.3% | $102,434-31.3% | $145,884-51.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 31.90%-16.8pp | 29.46%-14.4pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,898 | $3,615-19.8% | $3,023-4.1% | $4,662-37.8% |
| Participant deferral / active EE | $4,582 | $5,733-20.1% | $5,055-9.3% | $6,690-31.5% |
| Admin fee / account holder | $372 | $13,356-97.2% | $9,462-96.1% | $13,392-97.2% |