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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 | $37,353 | $107,809-65.4% | $97,032-61.5% | $155,188-75.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 20.63% | 38.06%-17.4pp | 35.38%-14.8pp | 148.84%-128.2pp |
| Employer contribution / active EE | $3,678 | $2,911+26.3% | $2,629+39.9% | $4,248-13.4% |
| Participant deferral / active EE | $10,723 | $5,129+109.0% | $4,672+129.5% | $6,531+64.2% |
| Admin fee / account holder | $532 | $10,717-95.0% | $9,418-94.4% | $14,480-96.3% |