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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 | $61,388 | $99,875-38.5% | $146,866-58.2% | $86,983-29.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.84% | 28.10%-8.3pp | 102.85%-83.0pp | 25.83%-6.0pp |
| Employer contribution / active EE | $4,874 | $3,224+51.2% | $4,425+10.2% | $2,584+88.6% |
| Participant deferral / active EE | $9,225 | $6,322+45.9% | $7,759+18.9% | $4,194+120.0% |
| Admin fee / account holder | $367 | $7,838-95.3% | $13,620-97.3% | $7,856-95.3% |