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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 | $46,957 | $114,013-58.8% | $103,693-54.7% | $155,188-69.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.74% | 49.31%-29.6pp | 47.61%-27.9pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,443 | $3,131-22.0% | $2,920-16.3% | $4,248-42.5% |
| Participant deferral / active EE | $6,434 | $4,970+29.5% | $4,579+40.5% | $6,531-1.5% |
| Admin fee / account holder | $8,799 | $8,407+4.7% | $7,858+12.0% | $14,480-39.2% |