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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 | $95,820 | $181,896-47.3% | $156,551-38.8% | $273,972-65.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.59% | 30.74%-25.1pp | 32.23%-26.6pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,351 | $6,248-62.4% | $5,501-57.3% | $4,869-51.7% |
| Participant deferral / active EE | $10,470 | $5,550+88.7% | $4,871+114.9% | $5,287+98.0% |
| Admin fee / account holder | $400 | $15,560-97.4% | $13,028-96.9% | $10,133-96.0% |