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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 | $64,235 | $76,407-15.9% | $150,298-57.3% | $82,448-22.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.76% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,491 | $2,614-43.0% | $4,154-64.1% | $2,551-41.5% |
| Participant deferral / active EE | $3,822 | $3,214+18.9% | $5,453-29.9% | $4,139-7.7% |
| Admin fee / account holder | $13,001 | $6,352+104.7% | $14,116-7.9% | $7,234+79.7% |