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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 | $124,980-68.7% | $108,359-63.9% | $154,746-74.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 16.72% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,500 | $2,851-12.3% | $2,399+4.2% | $4,379-42.9% |
| Participant deferral / active EE | $5,924 | $4,743+24.9% | $4,137+43.2% | $6,730-12.0% |
| Admin fee / account holder | $1,808 | $11,502-84.3% | $9,741-81.4% | $14,365-87.4% |