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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 | $105,235 | $104,650+0.6% | $83,854+25.5% | $155,188-32.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 10.83% | 28.97%-18.1pp | 31.39%-20.6pp | 148.84%-138.0pp |
| Employer contribution / active EE | $2,201 | $1,196+83.9% | $1,017+116.3% | $4,248-48.2% |
| Participant deferral / active EE | $2,201 | $2,367-7.0% | $2,035+8.1% | $6,531-66.3% |
| Admin fee / account holder | $1,389 | $3,518-60.5% | $3,197-56.6% | $14,480-90.4% |