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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 | $79,579 | $136,860-41.9% | $120,344-33.9% | $154,746-48.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.72% | 21.38%-10.7pp | 20.30%-9.6pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,362 | $3,533-33.1% | $3,020-21.8% | $4,379-46.1% |
| Participant deferral / active EE | $3,489 | $5,793-39.8% | $5,135-32.1% | $6,730-48.2% |
| Admin fee / account holder | $346 | $15,393-97.8% | $12,742-97.3% | $14,365-97.6% |