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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 | $124,588 | $275,752-54.8% | $256,809-51.5% | $198,609-37.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.24% | 34.81%-14.6pp | 32.73%-12.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $4,200 | $7,721-45.6% | $7,263-42.2% | $5,055-16.9% |
| Participant deferral / active EE | $13,063 | $10,037+30.1% | $9,520+37.2% | $6,977+87.2% |
| Admin fee / account holder | $9,009 | $25,716-65.0% | $25,146-64.2% | $19,030-52.7% |