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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 | $53,848 | $98,776-45.5% | $149,745-64.0% | $79,856-32.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.18% | 27.38%-11.2pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $3,191 | $3,217-0.8% | $4,646-31.3% | $2,471+29.1% |
| Participant deferral / active EE | $8,302 | $5,681+46.1% | $6,843+21.3% | $3,741+121.9% |
| Admin fee / account holder | $7,436 | $6,053+22.9% | $9,312-20.1% | $5,306+40.1% |