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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 | $56,899 | $88,996-36.1% | $78,004-27.1% | $138,895-59.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 14.76% | 28.03%-13.3pp | 31.07%-16.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,621 | $2,917+24.1% | $2,469+46.7% | $4,194-13.7% |
| Participant deferral / active EE | $16,025 | $4,724+239.2% | $4,092+291.6% | $6,396+150.5% |
| Admin fee / account holder | $459 | $8,807-94.8% | $7,578-93.9% | $12,562-96.3% |