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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 | $49,878 | $124,425-59.9% | $112,040-55.5% | $137,256-63.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.76% | 24.72%-3.0pp | 24.52%-2.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $8,692 | $3,411+154.8% | $2,954+194.2% | $4,156+109.1% |
| Participant deferral / active EE | $10,329 | $5,718+80.6% | $5,098+102.6% | $6,407+61.2% |
| Admin fee / account holder | $3,013 | $15,207-80.2% | $12,098-75.1% | $12,270-75.4% |