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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 | $102,661 | $135,956-24.5% | $123,894-17.1% | $273,972-62.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.70% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,037 | $5,170-79.9% | $4,617-77.5% | $4,869-78.7% |
| Participant deferral / active EE | $6,235 | $6,343-1.7% | $5,984+4.2% | $5,287+17.9% |
| Admin fee / account holder | $397 | $9,817-96.0% | $8,357-95.2% | $10,133-96.1% |