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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 | $44,234 | $112,729-60.8% | $98,716-55.2% | $137,256-67.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.63% | 38.48%-15.8pp | 31.81%-9.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $4,471 | $2,725+64.1% | $2,279+96.2% | $4,156+7.6% |
| Participant deferral / active EE | $6,966 | $4,640+50.1% | $4,048+72.1% | $6,407+8.7% |
| Admin fee / account holder | $7,892 | $10,129-22.1% | $8,703-9.3% | $12,270-35.7% |