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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 | $124,980-64.6% | $108,359-59.2% | $154,746-71.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.63% | 45.00%-22.4pp | 36.89%-14.3pp | 172.34%-149.7pp |
| Employer contribution / active EE | $4,471 | $2,851+56.8% | $2,399+86.3% | $4,379+2.1% |
| Participant deferral / active EE | $6,966 | $4,743+46.9% | $4,137+68.4% | $6,730+3.5% |
| Admin fee / account holder | $7,892 | $11,502-31.4% | $9,741-19.0% | $14,365-45.1% |