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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 | $22,892 | $135,956-83.2% | $123,894-81.5% | $273,972-91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.90% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,974 | $5,170-61.8% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $5,670 | $6,343-10.6% | $5,984-5.2% | $5,287+7.2% |
| Admin fee / account holder | $4,194 | $9,817-57.3% | $8,357-49.8% | $10,133-58.6% |