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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 | $147,331 | $98,776+49.2% | $149,745-1.6% | $79,856+84.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.12% | 27.38%-14.3pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,287 | $3,217-28.9% | $4,646-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $5,074 | $5,681-10.7% | $6,843-25.9% | $3,741+35.6% |
| Admin fee / account holder | $2,135 | $6,053-64.7% | $9,312-77.1% | $5,306-59.8% |