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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 | $25,990 | $107,733-75.9% | $92,985-72.0% | $154,746-83.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.22% | 30.39%-15.2pp | 27.99%-12.8pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,624 | $3,126-16.1% | $2,662-1.4% | $4,379-40.1% |
| Participant deferral / active EE | $6,331 | $5,053+25.3% | $4,377+44.6% | $6,730-5.9% |
| Admin fee / account holder | $838 | $11,369-92.6% | $9,463-91.1% | $14,365-94.2% |