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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 | $38,219 | $81,233-53.0% | $155,567-75.4% | $80,874-52.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.11% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $3,408 | $3,101+9.9% | $4,674-27.1% | $2,756+23.7% |
| Participant deferral / active EE | $11,246 | $3,452+225.8% | $5,628+99.8% | $4,297+161.7% |
| Admin fee / account holder | $1,034 | $7,998-87.1% | $15,916-93.5% | $6,935-85.1% |