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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 | $239,571-79.1% | $183,328-72.6% | $137,256-63.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 13.64% | 35.69%-22.0pp | 29.67%-16.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,623 | $6,148-57.3% | $5,055-48.1% | $4,156-36.9% |
| Participant deferral / active EE | $2,887 | $7,995-63.9% | $6,795-57.5% | $6,407-54.9% |
| Admin fee / account holder | $3,493 | $30,059-88.4% | $21,427-83.7% | $12,270-71.5% |