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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 | $53,478 | $124,425-57.0% | $112,040-52.3% | $137,256-61.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.52% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,500 | $3,411-26.7% | $2,954-15.4% | $4,156-39.8% |
| Participant deferral / active EE | $3,130 | $5,718-45.3% | $5,098-38.6% | $6,407-51.1% |
| Admin fee / account holder | $733 | $15,207-95.2% | $12,098-93.9% | $12,270-94.0% |