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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 | $31,624 | $111,535-71.6% | $105,223-69.9% | $137,256-77.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.27% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,676 | $3,939-32.1% | $3,689-27.4% | $4,156-35.6% |
| Participant deferral / active EE | $5,598 | $5,500+1.8% | $5,072+10.4% | $6,407-12.6% |
| Admin fee / account holder | $5,010 | $9,721-48.5% | $8,859-43.4% | $12,270-59.2% |