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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 | $130,648 | $99,032+31.9% | $80,022+63.3% | $135,379-3.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.54% | 15.39%-7.8pp | 11.22%-3.7pp | 519.79%-512.3pp |
| Employer contribution / active EE | $1,341 | $3,043-55.9% | $2,468-45.7% | $4,779-71.9% |
| Participant deferral / active EE | $2,057 | $4,282-52.0% | $3,686-44.2% | $5,609-63.3% |
| Admin fee / account holder | $2,161 | $10,436-79.3% | $6,521-66.9% | $10,828-80.0% |