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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 | $51,115 | $223,823-77.2% | $211,142-75.8% | $154,746-67.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.62% | 50.39%-28.8pp | 46.84%-25.2pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,323 | $6,787-65.8% | $6,442-63.9% | $4,379-46.9% |
| Participant deferral / active EE | $5,079 | $9,750-47.9% | $9,284-45.3% | $6,730-24.5% |
| Admin fee / account holder | $486 | $19,707-97.5% | $19,076-97.5% | $14,365-96.6% |