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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 | $54,221 | $41,377+31.0% | $109,313-50.4% | $62,881-13.8% |
| Participation rate | 93.9% | 57.5%+36.4pp | 71.3%+22.7pp | 69.3%+24.6pp |
| Annual return | 6.06% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,323 | $1,276+3.7% | $3,892-66.0% | $2,281-42.0% |
| Participant deferral / active EE | $1,273 | $2,045-37.8% | $3,166-59.8% | $3,203-60.3% |
| Admin fee / account holder | $6,651 | $2,884+130.6% | $5,666+17.4% | $4,296+54.8% |