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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 | $46,252 | $102,609-54.9% | $98,090-52.8% | $138,895-66.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.72% | 36.44%-21.7pp | 37.05%-22.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $5,003 | $3,867+29.4% | $3,606+38.7% | $4,194+19.3% |
| Participant deferral / active EE | $12,109 | $8,167+48.3% | $7,845+54.4% | $6,396+89.3% |
| Admin fee / account holder | $2,333 | $11,434-79.6% | $11,815-80.3% | $12,562-81.4% |