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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 | $32,636 | $123,000-73.5% | $105,582-69.1% | $198,609-83.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 14.97% | 18.31%-3.3pp | 18.61%-3.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,951 | $3,582-17.6% | $2,984-1.1% | $5,055-41.6% |
| Participant deferral / active EE | $7,610 | $5,013+51.8% | $4,353+74.8% | $6,977+9.1% |
| Admin fee / account holder | $1,495 | $16,254-90.8% | $12,856-88.4% | $19,030-92.1% |