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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 | $31,764 | $124,980-74.6% | $108,359-70.7% | $154,746-79.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.24% | 45.00%-26.8pp | 36.89%-18.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,260 | $2,851+14.4% | $2,399+35.9% | $4,379-25.6% |
| Participant deferral / active EE | $3,625 | $4,743-23.6% | $4,137-12.4% | $6,730-46.1% |
| Admin fee / account holder | $1,562 | $11,502-86.4% | $9,741-84.0% | $14,365-89.1% |