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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 | $53,435 | $209,336-74.5% | $197,124-72.9% | $137,256-61.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.10% | 48.09%-12.0pp | 44.34%-8.2pp | 220.34%-184.2pp |
| Employer contribution / active EE | $1,818 | $6,591-72.4% | $6,227-70.8% | $4,156-56.3% |
| Participant deferral / active EE | $8,917 | $9,614-7.3% | $9,135-2.4% | $6,407+39.2% |
| Admin fee / account holder | $596 | $17,308-96.6% | $16,298-96.3% | $12,270-95.1% |