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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 | $152,422 | $88,707+71.8% | $74,184+105.5% | $273,972-44.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.89% | 11.94%-8.1pp | 17.74%-13.8pp | 41.46%-37.6pp |
| Employer contribution / active EE | $3,770 | $3,159+19.3% | $2,370+59.1% | $4,869-22.6% |
| Participant deferral / active EE | $4,742 | $4,212+12.6% | $3,550+33.6% | $5,287-10.3% |
| Admin fee / account holder | $27,176 | $8,717+211.8% | $5,586+386.5% | $10,133+168.2% |