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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 | $30,935 | $182,442-83.0% | $163,379-81.1% | $138,895-77.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.77% | 72.74%-54.0pp | 63.41%-44.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,702 | $4,159-35.0% | $3,752-28.0% | $4,194-35.6% |
| Participant deferral / active EE | $7,194 | $6,817+5.5% | $6,282+14.5% | $6,396+12.5% |
| Admin fee / account holder | $7,964 | $10,396-23.4% | $9,818-18.9% | $12,562-36.6% |