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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 | $102,595 | $77,638+32.1% | $156,551-34.5% | $62,881+63.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.11% | 50.33%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,250 | $3,444-63.7% | $5,501-77.3% | $2,281-45.2% |
| Participant deferral / active EE | $3,645 | $3,046+19.7% | $4,871-25.2% | $3,203+13.8% |
| Admin fee / account holder | $14,537 | $5,561+161.4% | $13,028+11.6% | $4,296+238.4% |