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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 | $24,269 | $106,864-77.3% | $147,318-83.5% | $82,637-70.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.20% | 27.49%-5.3pp | 70.43%-48.2pp | 53.51%-31.3pp |
| Employer contribution / active EE | $2,417 | $3,417-29.3% | $4,593-47.4% | $2,552-5.3% |
| Participant deferral / active EE | $6,636 | $6,496+2.2% | $7,906-16.1% | $4,126+60.8% |
| Admin fee / account holder | $664 | $8,415-92.1% | $13,708-95.2% | $7,339-90.9% |