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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 | $76,875 | $123,155-37.6% | $108,753-29.3% | $155,188-50.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.45% | 44.73%-25.3pp | 37.47%-18.0pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,028 | $2,811-27.9% | $2,427-16.4% | $4,248-52.3% |
| Participant deferral / active EE | $7,243 | $4,623+56.7% | $4,115+76.0% | $6,531+10.9% |
| Admin fee / account holder | $395 | $12,126-96.7% | $10,320-96.2% | $14,480-97.3% |