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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 | $26,152 | $87,546-70.1% | $75,784-65.5% | $125,389-79.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 5.26% | 13.49%-8.2pp | 9.68%-4.4pp | 282.24%-277.0pp |
| Employer contribution / active EE | $2,496 | $3,930-36.5% | $3,323-24.9% | $4,866-48.7% |
| Participant deferral / active EE | $3,659 | $4,230-13.5% | $3,652+0.2% | $5,352-31.6% |
| Admin fee / account holder | $797 | $6,503-87.7% | $5,300-85.0% | $9,541-91.7% |