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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 | $22,045 | $182,442-87.9% | $163,379-86.5% | $138,895-84.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 12.19% | 72.74%-60.5pp | 63.41%-51.2pp | 145.39%-133.2pp |
| Employer contribution / active EE | $2,451 | $4,159-41.1% | $3,752-34.7% | $4,194-41.6% |
| Participant deferral / active EE | $3,550 | $6,817-47.9% | $6,282-43.5% | $6,396-44.5% |
| Admin fee / account holder | $2,799 | $10,396-73.1% | $9,818-71.5% | $12,562-77.7% |