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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 | $97,289-35.9% | $92,805-32.8% | $155,188-59.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 13.78% | 29.03%-15.2pp | 31.59%-17.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $3,058 | $3,632-15.8% | $3,424-10.7% | $4,248-28.0% |
| Participant deferral / active EE | $5,774 | $8,795-34.4% | $8,448-31.7% | $6,531-11.6% |
| Admin fee / account holder | $947 | $12,015-92.1% | $10,911-91.3% | $14,480-93.5% |