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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 | $126,661-60.6% | $113,397-56.0% | $138,895-64.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.76% | 25.05%-3.3pp | 23.20%-1.4pp | 145.39%-123.6pp |
| Employer contribution / active EE | $8,692 | $3,456+151.5% | $2,977+192.0% | $4,194+107.2% |
| Participant deferral / active EE | $10,329 | $5,693+81.4% | $5,076+103.5% | $6,396+61.5% |
| Admin fee / account holder | $3,013 | $14,549-79.3% | $11,957-74.8% | $12,562-76.0% |