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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 | $44,198 | $153,769-71.3% | $133,975-67.0% | $273,972-83.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.82% | 36.51%-20.7pp | 29.29%-13.5pp | 41.46%-25.6pp |
| Employer contribution / active EE | $3,200 | $6,029-46.9% | $5,211-38.6% | $4,869-34.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,333 | $11,765-71.7% | $9,324-64.3% | $10,133-67.1% |