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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 | $51,415 | $172,111-70.1% | $150,298-65.8% | $137,256-62.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.37% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,784 | $4,636-40.0% | $4,154-33.0% | $4,156-33.0% |
| Participant deferral / active EE | $12,227 | $6,166+98.3% | $5,453+124.2% | $6,407+90.8% |
| Admin fee / account holder | $480 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |