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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 | $66,993 | $93,598-28.4% | $135,974-50.7% | $75,173-10.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.04% | 30.89%-3.9pp | 68.30%-41.3pp | 160.72%-133.7pp |
| Employer contribution / active EE | $7,021 | $3,538+98.5% | $4,859+44.5% | $2,671+162.9% |
| Participant deferral / active EE | $15,596 | $6,405+143.5% | $7,760+101.0% | $4,126+278.0% |
| Admin fee / account holder | $8,177 | $6,978+17.2% | $10,767-24.1% | $5,651+44.7% |