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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 | $53,949 | $201,372-73.2% | $184,260-70.7% | $145,884-63.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.16% | 29.04%-13.9pp | 28.84%-13.7pp | 551.85%-536.7pp |
| Employer contribution / active EE | $3,921 | $7,024-44.2% | $6,427-39.0% | $4,662-15.9% |
| Participant deferral / active EE | $9,548 | $9,808-2.6% | $9,133+4.5% | $6,690+42.7% |
| Admin fee / account holder | $1,383 | $16,362-91.5% | $13,898-90.0% | $13,392-89.7% |