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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 | $72,337 | $65,712+10.1% | $57,196+26.5% | $273,972-73.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.30% | 22.01%-16.7pp | 14.59%-9.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,226 | $3,280-62.6% | $2,683-54.3% | $4,869-74.8% |
| Participant deferral / active EE | $2,451 | $3,782-35.2% | $3,096-20.8% | $5,287-53.6% |
| Admin fee / account holder | $7,594 | $4,838+57.0% | $3,141+141.8% | $10,133-25.1% |