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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 | $54,133 | $77,816-30.4% | $123,549-56.2% | $64,181-15.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.48% | 12.49%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $5,717 | $3,014+89.7% | $4,628+23.5% | $2,381+140.1% |
| Participant deferral / active EE | $7,283 | $5,240+39.0% | $6,426+13.3% | $3,470+109.9% |
| Admin fee / account holder | $4,114 | $5,519-25.5% | $9,284-55.7% | $4,887-15.8% |