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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 | $48,788 | $124,425-60.8% | $112,040-56.5% | $137,256-64.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.03% | 24.72%-12.7pp | 24.52%-12.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,850 | $3,411-45.8% | $2,954-37.4% | $4,156-55.5% |
| Participant deferral / active EE | $3,779 | $5,718-33.9% | $5,098-25.9% | $6,407-41.0% |
| Admin fee / account holder | $11,093 | $15,207-27.1% | $12,098-8.3% | $12,270-9.6% |