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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 | $59,851 | $254,759-76.5% | $216,567-72.4% | $198,609-69.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 3.86% | 10.04%-6.2pp | 12.94%-9.1pp | 202.70%-198.8pp |
| Employer contribution / active EE | $3,936 | $6,096-35.4% | $5,216-24.5% | $5,055-22.1% |
| Participant deferral / active EE | $7,871 | $6,948+13.3% | $6,191+27.1% | $6,977+12.8% |
| Admin fee / account holder | $4,144 | $26,311-84.3% | $21,981-81.1% | $19,030-78.2% |