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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 | $22,725 | $126,661-82.1% | $113,397-80.0% | $138,895-83.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 40.71% | 25.05%+15.7pp | 23.20%+17.5pp | 145.39%-104.7pp |
| Employer contribution / active EE | $2,693 | $3,456-22.1% | $2,977-9.5% | $4,194-35.8% |
| Participant deferral / active EE | $3,364 | $5,693-40.9% | $5,076-33.7% | $6,396-47.4% |
| Admin fee / account holder | $5,920 | $14,549-59.3% | $11,957-50.5% | $12,562-52.9% |