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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 | $50,626 | $124,980-59.5% | $108,359-53.3% | $154,746-67.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.71% | 45.00%-23.3pp | 36.89%-15.2pp | 172.34%-150.6pp |
| Employer contribution / active EE | $3,162 | $2,851+10.9% | $2,399+31.8% | $4,379-27.8% |
| Participant deferral / active EE | $5,780 | $4,743+21.9% | $4,137+39.7% | $6,730-14.1% |
| Admin fee / account holder | $3,442 | $11,502-70.1% | $9,741-64.7% | $14,365-76.0% |