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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 | $79,185 | $215,361-63.2% | $171,082-53.7% | $273,972-71.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.91% | 25.14%-19.2pp | 32.56%-26.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,651 | $4,967+33.9% | $4,002+66.2% | $4,869+36.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,949 | $10,846-45.1% | $8,520-30.2% | $10,133-41.3% |