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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 | $56,942 | $118,467-51.9% | $98,450-42.2% | $139,456-59.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 18.95%-3.6pp | 21.16%-5.9pp | 373.45%-358.1pp |
| Employer contribution / active EE | $2,456 | $3,611-32.0% | $3,049-19.5% | $4,753-48.3% |
| Participant deferral / active EE | $10,773 | $5,393+99.7% | $4,739+127.3% | $6,711+60.5% |
| Admin fee / account holder | $1,997 | $14,057-85.8% | $8,961-77.7% | $11,407-82.5% |