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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 | $23,843 | $93,598-74.5% | $135,974-82.5% | $75,173-68.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.35% | 30.89%-11.5pp | 68.30%-49.0pp | 160.72%-141.4pp |
| Employer contribution / active EE | $3,175 | $3,538-10.3% | $4,859-34.7% | $2,671+18.9% |
| Participant deferral / active EE | $5,722 | $6,405-10.7% | $7,760-26.3% | $4,126+38.7% |
| Admin fee / account holder | $1,379 | $6,978-80.2% | $10,767-87.2% | $5,651-75.6% |