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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 | $108,091 | $76,407+41.5% | $150,298-28.1% | $82,448+31.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.85% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,068 | $2,614-20.9% | $4,154-50.2% | $2,551-18.9% |
| Participant deferral / active EE | $6,141 | $3,214+91.0% | $5,453+12.6% | $4,139+48.4% |
| Admin fee / account holder | $1,951 | $6,352-69.3% | $14,116-86.2% | $7,234-73.0% |