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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 | $65,685+10.1% | $57,181+26.5% | $273,965-73.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.30% | 21.99%-16.7pp | 14.59%-9.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,226 | $3,279-62.6% | $2,682-54.3% | $4,869-74.8% |
| Participant deferral / active EE | $2,451 | $3,781-35.2% | $3,096-20.8% | $5,287-53.6% |
| Admin fee / account holder | $7,594 | $4,835+57.1% | $3,139+141.9% | $10,132-25.0% |