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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 | $35,897 | $124,980-71.3% | $108,359-66.9% | $154,746-76.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.56% | 45.00%-29.4pp | 36.89%-21.3pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,301 | $2,851-54.4% | $2,399-45.8% | $4,379-70.3% |
| Participant deferral / active EE | $8,347 | $4,743+76.0% | $4,137+101.8% | $6,730+24.0% |
| Admin fee / account holder | $1,184 | $11,502-89.7% | $9,741-87.8% | $14,365-91.8% |