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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 | $65,987 | $114,013-42.1% | $103,693-36.4% | $155,188-57.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.34% | 49.31%-32.0pp | 47.61%-30.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,097 | $3,131-33.0% | $2,920-28.2% | $4,248-50.6% |
| Participant deferral / active EE | $2,471 | $4,970-50.3% | $4,579-46.0% | $6,531-62.2% |
| Admin fee / account holder | $1,174 | $8,407-86.0% | $7,858-85.1% | $14,480-91.9% |