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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 | $62,502 | $103,164-39.4% | $90,259-30.8% | $154,746-59.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 17.02% | 19.25%-2.2pp | 18.88%-1.9pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,982 | $2,532-21.7% | $2,291-13.5% | $4,379-54.7% |
| Participant deferral / active EE | $3,651 | $4,422-17.4% | $3,827-4.6% | $6,730-45.8% |
| Admin fee / account holder | $1,258 | $8,593-85.4% | $7,267-82.7% | $14,365-91.2% |