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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 | $53,339 | $86,294-38.2% | $111,303-52.1% | $85,856-37.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.05% | 19.99%-5.9pp | 54.66%-40.6pp | 318.58%-304.5pp |
| Employer contribution / active EE | $2,323 | $2,043+13.7% | $2,731-14.9% | $2,565-9.4% |
| Participant deferral / active EE | $5,272 | $3,641+44.8% | $4,487+17.5% | $3,952+33.4% |
| Admin fee / account holder | $4,207 | $8,189-48.6% | $7,966-47.2% | $6,261-32.8% |