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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 | $52,628 | $181,896-71.1% | $156,551-66.4% | $273,972-80.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.34% | 30.74%-18.4pp | 32.23%-19.9pp | 41.46%-29.1pp |
| Employer contribution / active EE | $2,397 | $6,248-61.6% | $5,501-56.4% | $4,869-50.8% |
| Participant deferral / active EE | $2,736 | $5,550-50.7% | $4,871-43.8% | $5,287-48.3% |
| Admin fee / account holder | $1,000 | $15,560-93.6% | $13,028-92.3% | $10,133-90.1% |