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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 | $123,000-78.9% | $105,582-75.4% | $198,609-86.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 15.22% | 18.31%-3.1pp | 18.61%-3.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,624 | $3,582-26.7% | $2,984-12.1% | $5,055-48.1% |
| Participant deferral / active EE | $6,331 | $5,013+26.3% | $4,353+45.4% | $6,977-9.3% |
| Admin fee / account holder | $838 | $16,254-94.8% | $12,856-93.5% | $19,030-95.6% |