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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 | $88,344 | $162,781-45.7% | $133,956-34.0% | $158,931-44.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.62% | 41.94%-29.3pp | 45.09%-32.5pp | 302.86%-290.2pp |
| Employer contribution / active EE | $2,809 | $4,975-43.5% | $3,919-28.3% | $4,761-41.0% |
| Participant deferral / active EE | $2,118 | $5,911-64.2% | $5,048-58.0% | $5,982-64.6% |
| Admin fee / account holder | $1,272 | $11,736-89.2% | $8,927-85.8% | $11,247-88.7% |