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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 | $48,535 | $147,556-67.1% | $129,031-62.4% | $198,609-75.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 14.68% | 37.41%-22.7pp | 34.67%-20.0pp | 202.70%-188.0pp |
| Employer contribution / active EE | $7,509 | $3,645+106.0% | $3,226+132.8% | $5,055+48.5% |
| Participant deferral / active EE | $3,059 | $5,760-46.9% | $5,217-41.4% | $6,977-56.2% |
| Admin fee / account holder | $682 | $15,467-95.6% | $13,208-94.8% | $19,030-96.4% |