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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 | $51,708 | $46,877+10.3% | $122,354-57.7% | $70,124-26.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.15% | 24.22%-8.1pp | 30.28%-14.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $3,520 | $1,288+173.2% | $4,051-13.1% | $2,342+50.3% |
| Participant deferral / active EE | $4,693 | $2,167+116.5% | $3,287+42.8% | $3,332+40.8% |
| Admin fee / account holder | $532 | $3,324-84.0% | $5,479-90.3% | $4,645-88.5% |