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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 | $11,520 | $87,166-86.8% | $76,735-85.0% | $137,256-91.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.97% | 26.50%-9.5pp | 29.77%-12.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,185 | $2,904-24.8% | $2,454-11.0% | $4,156-47.4% |
| Participant deferral / active EE | $3,247 | $4,726-31.3% | $4,088-20.6% | $6,407-49.3% |
| Admin fee / account holder | $3,078 | $8,403-63.4% | $7,189-57.2% | $12,270-74.9% |