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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 | $63,453 | $114,013-44.3% | $103,693-38.8% | $155,188-59.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 9.48% | 49.31%-39.8pp | 47.61%-38.1pp | 148.84%-139.4pp |
| Employer contribution / active EE | $2,834 | $3,131-9.5% | $2,920-3.0% | $4,248-33.3% |
| Participant deferral / active EE | $9,398 | $4,970+89.1% | $4,579+105.2% | $6,531+43.9% |
| Admin fee / account holder | $7,991 | $8,407-5.0% | $7,858+1.7% | $14,480-44.8% |