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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 | $80,019 | $162,812-50.9% | $133,971-40.3% | $158,966-49.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.85% | 41.94%-12.1pp | 45.09%-15.2pp | 302.95%-273.1pp |
| Employer contribution / active EE | $22,175 | $4,976+345.6% | $3,919+465.9% | $4,762+365.6% |
| Participant deferral / active EE | $13,377 | $5,910+126.3% | $5,047+165.0% | $5,983+123.6% |
| Admin fee / account holder | $1,324 | $11,741-88.7% | $8,929-85.2% | $11,250-88.2% |