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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 | $26,696 | $162,967-83.6% | $135,792-80.3% | $138,895-80.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 19.57% | 30.08%-10.5pp | 25.96%-6.4pp | 145.39%-125.8pp |
| Employer contribution / active EE | $6,903 | $4,211+63.9% | $3,496+97.5% | $4,194+64.6% |
| Participant deferral / active EE | $3,564 | $5,640-36.8% | $4,759-25.1% | $6,396-44.3% |
| Admin fee / account holder | $829 | $15,306-94.6% | $12,266-93.2% | $12,562-93.4% |