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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 | $19,786 | $90,504-78.1% | $78,690-74.9% | $273,965-92.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.81% | 75.61%-67.8pp | 62.18%-54.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,669 | $3,176-16.0% | $2,851-6.4% | $4,869-45.2% |
| Participant deferral / active EE | $1,972 | $3,901-49.5% | $3,517-43.9% | $5,287-62.7% |
| Admin fee / account holder | $7,348 | $5,263+39.6% | $4,511+62.9% | $10,132-27.5% |