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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 | $52,486 | $149,679-64.9% | $117,039-55.2% | $147,586-64.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.01% | 19.31%-3.3pp | 18.95%-2.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,336 | $4,937-72.9% | $3,785-64.7% | $4,876-72.6% |
| Participant deferral / active EE | $6,667 | $4,912+35.7% | $3,929+69.7% | $5,439+22.6% |
| Admin fee / account holder | $508 | $7,856-93.5% | $5,974-91.5% | $10,886-95.3% |