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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 | $74,748 | $172,111-56.6% | $150,298-50.3% | $137,256-45.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.37% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,533 | $4,636-45.4% | $4,154-39.0% | $4,156-39.1% |
| Participant deferral / active EE | $3,944 | $6,166-36.0% | $5,453-27.7% | $6,407-38.4% |
| Admin fee / account holder | $1,513 | $16,471-90.8% | $14,116-89.3% | $12,270-87.7% |