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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 | $89,587 | $65,685+36.4% | $57,181+56.7% | $273,968-67.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 13.03% | 21.99%-9.0pp | 14.59%-1.6pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,154 | $3,279-34.3% | $2,682-19.7% | $4,869-55.8% |
| Participant deferral / active EE | $7,420 | $3,781+96.2% | $3,096+139.7% | $5,287+40.3% |
| Admin fee / account holder | $494 | $4,835-89.8% | $3,139-84.3% | $10,132-95.1% |