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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 | $35,095 | $98,776-64.5% | $149,745-76.6% | $79,856-56.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.03% | 27.38%-2.3pp | 276.72%-251.7pp | 31.71%-6.7pp |
| Employer contribution / active EE | $3,380 | $3,217+5.1% | $4,646-27.2% | $2,471+36.8% |
| Participant deferral / active EE | $6,227 | $5,681+9.6% | $6,843-9.0% | $3,741+66.5% |
| Admin fee / account holder | $1,162 | $6,053-80.8% | $9,312-87.5% | $5,306-78.1% |