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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 | $70,087 | $106,115-34.0% | $85,969-18.5% | $125,389-44.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.42% | 13.93%-12.5pp | 9.32%-7.9pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,115 | $4,537-53.4% | $3,474-39.1% | $4,866-56.5% |
| Participant deferral / active EE | $2,704 | $4,859-44.4% | $3,829-29.4% | $5,352-49.5% |
| Admin fee / account holder | $400 | $8,144-95.1% | $6,053-93.4% | $9,541-95.8% |