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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 | $59,796 | $127,100-53.0% | $105,738-43.4% | $135,379-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 5.31% | 4.49%+0.8pp | 6.27%-1.0pp | 519.79%-514.5pp |
| Employer contribution / active EE | $1,332 | $4,107-67.6% | $3,268-59.3% | $4,779-72.1% |
| Participant deferral / active EE | $6,667 | $5,064+31.6% | $4,080+63.4% | $5,609+18.9% |
| Admin fee / account holder | $382 | $9,087-95.8% | $6,913-94.5% | $10,828-96.5% |