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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 | $67,866 | $115,911-41.5% | $100,530-32.5% | $158,950-57.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 21.84% | 34.80%-13.0pp | 30.89%-9.1pp | 302.91%-281.1pp |
| Employer contribution / active EE | $2,263 | $4,104-44.9% | $3,418-33.8% | $4,762-52.5% |
| Participant deferral / active EE | $4,713 | $6,676-29.4% | $6,271-24.8% | $5,983-21.2% |
| Admin fee / account holder | $462 | $10,999-95.8% | $8,083-94.3% | $11,248-95.9% |