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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 | $19,684 | $112,729-82.5% | $98,716-80.1% | $137,256-85.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 22.02% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,892 | $2,725+6.1% | $2,279+26.9% | $4,156-30.4% |
| Participant deferral / active EE | $2,329 | $4,640-49.8% | $4,048-42.5% | $6,407-63.7% |
| Admin fee / account holder | $989 | $10,129-90.2% | $8,703-88.6% | $12,270-91.9% |