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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 | $124,425-47.5% | $112,040-41.7% | $137,256-52.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.36% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,741 | $3,411-49.0% | $2,954-41.1% | $4,156-58.1% |
| Participant deferral / active EE | $2,425 | $5,718-57.6% | $5,098-52.4% | $6,407-62.1% |
| Admin fee / account holder | $7,802 | $15,207-48.7% | $12,098-35.5% | $12,270-36.4% |