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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 | $80,592 | $239,571-66.4% | $183,328-56.0% | $137,256-41.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 11.83% | 35.69%-23.9pp | 29.67%-17.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,954 | $6,148-68.2% | $5,055-61.4% | $4,156-53.0% |
| Participant deferral / active EE | $3,012 | $7,995-62.3% | $6,795-55.7% | $6,407-53.0% |
| Admin fee / account holder | $2,766 | $30,059-90.8% | $21,427-87.1% | $12,270-77.5% |