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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 | $49,422 | $107,733-54.1% | $92,985-46.8% | $154,746-68.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 10.03% | 30.39%-20.4pp | 27.99%-18.0pp | 172.34%-162.3pp |
| Employer contribution / active EE | $10,786 | $3,126+245.0% | $2,662+305.2% | $4,379+146.3% |
| Participant deferral / active EE | $3,175 | $5,053-37.2% | $4,377-27.4% | $6,730-52.8% |
| Admin fee / account holder | $8,212 | $11,369-27.8% | $9,463-13.2% | $14,365-42.8% |