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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 | $85,061 | $93,617-9.1% | $135,982-37.4% | $75,177+13.1% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.7pp | 67.2%+31.5pp |
| Annual return | 29.08% | 30.89%-1.8pp | 68.32%-39.2pp | 160.75%-131.7pp |
| Employer contribution / active EE | $8,923 | $3,538+152.2% | $4,859+83.6% | $2,671+234.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,037 | $6,980-70.8% | $10,767-81.1% | $5,651-64.0% |