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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 | $57,950 | $90,400-35.9% | $186,193-68.9% | $87,485-33.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 18.36% | 22.15%-3.8pp | 78.03%-59.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $3,777 | $2,170+74.0% | $3,918-3.6% | $2,596+45.5% |
| Participant deferral / active EE | $10,432 | $4,330+140.9% | $6,513+60.2% | $4,274+144.1% |
| Admin fee / account holder | $6,796 | $8,673-21.6% | $11,058-38.5% | $7,775-12.6% |