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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 | $55,266 | $48,078+15.0% | $78,676-29.8% | $62,881-12.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.08% | 31.36%-21.3pp | 62.19%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,715 | $2,015+34.8% | $2,850-4.7% | $2,281+19.0% |
| Participant deferral / active EE | $2,731 | $2,587+5.5% | $3,517-22.4% | $3,203-14.7% |
| Admin fee / account holder | $468 | $3,206-85.4% | $4,510-89.6% | $4,296-89.1% |