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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 | $91,195 | $153,311-40.5% | $109,313-16.6% | $273,970-66.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.87% | 29.86%-19.0pp | 22.07%-11.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $3,535 | $5,619-37.1% | $3,892-9.2% | $4,869-27.4% |
| Participant deferral / active EE | $23,491 | $3,932+497.4% | $3,166+641.9% | $5,287+344.3% |
| Admin fee / account holder | $1,946 | $8,076-75.9% | $5,666-65.7% | $10,132-80.8% |