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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 | $108,285 | $181,896-40.5% | $156,551-30.8% | $273,972-60.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.49% | 30.74%-27.3pp | 32.23%-28.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $4,033 | $6,248-35.4% | $5,501-26.7% | $4,869-17.2% |
| Participant deferral / active EE | $9,938 | $5,550+79.1% | $4,871+104.0% | $5,287+88.0% |
| Admin fee / account holder | $7,625 | $15,560-51.0% | $13,028-41.5% | $10,133-24.8% |