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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 | $83,324 | $49,239+69.2% | $70,462+18.3% | $79,858+4.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.83% | 30.08%-11.3pp | 109.08%-90.3pp | 31.72%-12.9pp |
| Employer contribution / active EE | $2,158 | $2,100+2.7% | $2,737-21.2% | $2,471-12.7% |
| Participant deferral / active EE | $4,972 | $2,769+79.5% | $3,710+34.0% | $3,740+32.9% |
| Admin fee / account holder | $512 | $2,876-82.2% | $3,845-86.7% | $5,306-90.3% |