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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 | $80,576 | $108,825-26.0% | $156,181-48.4% | $82,448-2.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 13.64% | 20.59%-7.0pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,299 | $2,870-54.7% | $4,294-69.7% | $2,551-49.1% |
| Participant deferral / active EE | $3,085 | $4,577-32.6% | $6,132-49.7% | $4,139-25.5% |
| Admin fee / account holder | $3,053 | $9,341-67.3% | $14,586-79.1% | $7,234-57.8% |