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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 | $25,164 | $124,980-79.9% | $108,359-76.8% | $154,746-83.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.21% | 45.00%-32.8pp | 36.89%-24.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,634 | $2,851-7.6% | $2,399+9.8% | $4,379-39.9% |
| Participant deferral / active EE | $6,913 | $4,743+45.8% | $4,137+67.1% | $6,730+2.7% |
| Admin fee / account holder | $2,210 | $11,502-80.8% | $9,741-77.3% | $14,365-84.6% |