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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 | $90,538-71.4% | $88,457-70.7% | $154,746-83.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 21.73% | 37.97%-16.2pp | 32.69%-11.0pp | 172.34%-150.6pp |
| Employer contribution / active EE | $8,030 | $4,914+63.4% | $4,681+71.5% | $4,379+83.4% |
| Participant deferral / active EE | $1,458 | $6,073-76.0% | $5,667-74.3% | $6,730-78.3% |
| Admin fee / account holder | $663 | $10,337-93.6% | $9,606-93.1% | $14,365-95.4% |