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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 | $56,806 | $177,595-68.0% | $148,496-61.7% | $198,609-71.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.84% | 9.97%+6.9pp | 12.33%+4.5pp | 202.70%-185.9pp |
| Employer contribution / active EE | $9,170 | $4,098+123.8% | $3,497+162.2% | $5,055+81.4% |
| Participant deferral / active EE | $7,688 | $5,539+38.8% | $4,808+59.9% | $6,977+10.2% |
| Admin fee / account holder | $1,603 | $27,010-94.1% | $19,547-91.8% | $19,030-91.6% |