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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 | $25,882 | $70,532-63.3% | $68,948-62.5% | $137,256-81.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 21.73% | 32.56%-10.8pp | 28.39%-6.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $8,030 | $4,355+84.4% | $4,165+92.8% | $4,156+93.2% |
| Participant deferral / active EE | $1,458 | $6,773-78.5% | $6,186-76.4% | $6,407-77.2% |
| Admin fee / account holder | $663 | $7,916-91.6% | $7,539-91.2% | $12,270-94.6% |