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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 | $70,782 | $93,064-23.9% | $74,577-5.1% | $273,972-74.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.23% | 26.18%-18.0pp | 20.47%-12.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,661 | $3,160+15.9% | $2,525+45.0% | $4,869-24.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,251 | $5,273-76.3% | $4,138-69.8% | $10,133-87.6% |