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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 | $104,998 | $49,255+113.2% | $70,494+48.9% | $79,856+31.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.06% | 30.10%-17.0pp | 109.16%-96.1pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,754 | $2,100+78.8% | $2,738+37.1% | $2,471+51.9% |
| Participant deferral / active EE | $1,457 | $2,768-47.4% | $3,711-60.7% | $3,741-61.1% |
| Admin fee / account holder | $1,435 | $2,879-50.1% | $3,848-62.7% | $5,306-73.0% |