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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 | $130,152 | $65,712+98.1% | $57,196+127.6% | $273,972-52.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.76% | 22.01%-14.2pp | 14.59%-6.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,015 | $3,280-38.6% | $2,683-24.9% | $4,869-58.6% |
| Participant deferral / active EE | $6,240 | $3,782+65.0% | $3,096+101.5% | $5,287+18.0% |
| Admin fee / account holder | $2,903 | $4,838-40.0% | $3,141-7.6% | $10,133-71.4% |