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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 | $65,448 | $114,013-42.6% | $103,693-36.9% | $155,188-57.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 16.99% | 49.31%-32.3pp | 47.61%-30.6pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,475 | $3,131-52.9% | $2,920-49.5% | $4,248-65.3% |
| Participant deferral / active EE | $9,769 | $4,970+96.6% | $4,579+113.3% | $6,531+49.6% |
| Admin fee / account holder | $526 | $8,407-93.7% | $7,858-93.3% | $14,480-96.4% |