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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 | $65,313 | $167,415-61.0% | $140,514-53.5% | $198,609-67.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 18.36% | 13.85%+4.5pp | 14.36%+4.0pp | 202.70%-184.3pp |
| Employer contribution / active EE | $1,741 | $4,088-57.4% | $3,378-48.5% | $5,055-65.6% |
| Participant deferral / active EE | $2,425 | $5,579-56.5% | $4,919-50.7% | $6,977-65.2% |
| Admin fee / account holder | $7,802 | $16,730-53.4% | $13,697-43.0% | $19,030-59.0% |