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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 | $41,851 | $136,307-69.3% | $106,619-60.7% | $273,972-84.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.26% | 11.05%-3.8pp | 9.42%-2.2pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,138 | $5,190-78.1% | $3,947-71.2% | $4,869-76.6% |
| Participant deferral / active EE | $4,983 | $4,969+0.3% | $3,930+26.8% | $5,287-5.7% |
| Admin fee / account holder | $370 | $8,625-95.7% | $6,418-94.2% | $10,133-96.3% |