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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 | $50,970 | $114,013-55.3% | $103,693-50.8% | $155,188-67.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.47% | 49.31%-29.8pp | 47.61%-28.1pp | 148.84%-129.4pp |
| Employer contribution / active EE | $2,296 | $3,131-26.7% | $2,920-21.4% | $4,248-45.9% |
| Participant deferral / active EE | $5,300 | $4,970+6.6% | $4,579+15.7% | $6,531-18.9% |
| Admin fee / account holder | $800 | $8,407-90.5% | $7,858-89.8% | $14,480-94.5% |