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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 | $87,389 | $215,361-59.4% | $171,082-48.9% | $273,972-68.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.64% | 25.14%-18.5pp | 32.56%-25.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,588 | $4,967-27.8% | $4,002-10.3% | $4,869-26.3% |
| Participant deferral / active EE | $10,756 | $5,543+94.0% | $4,797+124.2% | $5,287+103.4% |
| Admin fee / account holder | $7,787 | $10,846-28.2% | $8,520-8.6% | $10,133-23.2% |