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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 | $110,242 | $76,407+44.3% | $150,298-26.7% | $82,448+33.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.73% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,138 | $2,614-18.2% | $4,154-48.5% | $2,551-16.2% |
| Participant deferral / active EE | $3,702 | $3,214+15.2% | $5,453-32.1% | $4,139-10.6% |
| Admin fee / account holder | $1,269 | $6,352-80.0% | $14,116-91.0% | $7,234-82.5% |