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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 | $39,086 | $112,729-65.3% | $98,716-60.4% | $137,256-71.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.72% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,500 | $2,725-8.3% | $2,279+9.7% | $4,156-39.8% |
| Participant deferral / active EE | $5,924 | $4,640+27.7% | $4,048+46.4% | $6,407-7.5% |
| Admin fee / account holder | $1,808 | $10,129-82.1% | $8,703-79.2% | $12,270-85.3% |