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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 | $43,384 | $124,425-65.1% | $112,040-61.3% | $137,256-68.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.80% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,359 | $3,411-30.9% | $2,954-20.1% | $4,156-43.2% |
| Participant deferral / active EE | $5,794 | $5,718+1.3% | $5,098+13.7% | $6,407-9.6% |
| Admin fee / account holder | $10,972 | $15,207-27.8% | $12,098-9.3% | $12,270-10.6% |