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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 | $160,389 | $59,440+169.8% | $78,004+105.6% | $82,637+94.1% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 15.43% | 40.24%-24.8pp | 31.07%-15.6pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,945 | $1,750+11.1% | $2,469-21.2% | $2,552-23.8% |
| Participant deferral / active EE | $3,220 | $3,138+2.6% | $4,092-21.3% | $4,126-22.0% |
| Admin fee / account holder | $984 | $5,504-82.1% | $7,578-87.0% | $7,339-86.6% |