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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 | $62,323 | $100,970-38.3% | $96,576-35.5% | $137,256-54.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.78% | 38.16%-24.4pp | 38.47%-24.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,058 | $3,809-19.7% | $3,553-13.9% | $4,156-26.4% |
| Participant deferral / active EE | $5,774 | $8,286-30.3% | $7,956-27.4% | $6,407-9.9% |
| Admin fee / account holder | $947 | $11,312-91.6% | $11,381-91.7% | $12,270-92.3% |