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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 | $23,307 | $76,407-69.5% | $150,298-84.5% | $82,448-71.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.83% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,266 | $2,614-13.3% | $4,154-45.5% | $2,551-11.2% |
| Participant deferral / active EE | $4,643 | $3,214+44.4% | $5,453-14.9% | $4,139+12.2% |
| Admin fee / account holder | $3,450 | $6,352-45.7% | $14,116-75.6% | $7,234-52.3% |