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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 | $22,980 | $100,970-77.2% | $96,576-76.2% | $137,256-83.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.12% | 38.16%-19.0pp | 38.47%-19.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,337 | $3,809+13.9% | $3,553+22.1% | $4,156+4.3% |
| Participant deferral / active EE | $12,670 | $8,286+52.9% | $7,956+59.2% | $6,407+97.8% |
| Admin fee / account holder | $13,032 | $11,312+15.2% | $11,381+14.5% | $12,270+6.2% |