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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 | $94,007 | $64,307+46.2% | $57,347+63.9% | $125,393-25.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.43% | 25.14%-22.7pp | 24.40%-22.0pp | 282.23%-279.8pp |
| Employer contribution / active EE | $2,976 | $3,193-6.8% | $2,689+10.7% | $4,866-38.8% |
| Participant deferral / active EE | $10,035 | $3,847+160.9% | $3,162+217.4% | $5,351+87.5% |
| Admin fee / account holder | $8,341 | $5,242+59.1% | $3,356+148.5% | $9,541-12.6% |