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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 | $107,666-42.1% | $102,184-39.0% | $154,746-59.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.78% | 29.33%-15.5pp | 31.58%-17.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $3,058 | $3,846-20.5% | $3,594-14.9% | $4,379-30.2% |
| Participant deferral / active EE | $5,774 | $8,719-33.8% | $8,309-30.5% | $6,730-14.2% |
| Admin fee / account holder | $947 | $12,943-92.7% | $11,609-91.8% | $14,365-93.4% |