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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 | $91,301 | $90,400+1.0% | $186,193-51.0% | $87,485+4.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 15.53% | 22.15%-6.6pp | 78.03%-62.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,020 | $2,170-6.9% | $3,918-48.4% | $2,596-22.2% |
| Participant deferral / active EE | $5,444 | $4,330+25.7% | $6,513-16.4% | $4,274+27.4% |
| Admin fee / account holder | $2,079 | $8,673-76.0% | $11,058-81.2% | $7,775-73.3% |