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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 | $29,005 | $201,372-85.6% | $184,260-84.3% | $145,884-80.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.88% | 29.04%+1.8pp | 28.84%+2.0pp | 551.85%-521.0pp |
| Employer contribution / active EE | $5,128 | $7,024-27.0% | $6,427-20.2% | $4,662+10.0% |
| Participant deferral / active EE | $15,821 | $9,808+61.3% | $9,133+73.2% | $6,690+136.5% |
| Admin fee / account holder | $2,457 | $16,362-85.0% | $13,898-82.3% | $13,392-81.7% |