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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 | $50,146 | $282,059-82.2% | $213,469-76.5% | $154,746-67.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.64% | 20.90%-7.3pp | 20.58%-6.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,623 | $6,189-57.6% | $4,994-47.5% | $4,379-40.1% |
| Participant deferral / active EE | $2,887 | $8,186-64.7% | $6,841-57.8% | $6,730-57.1% |
| Admin fee / account holder | $3,493 | $37,435-90.7% | $27,141-87.1% | $14,365-75.7% |