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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 | $33,209 | $161,352-79.4% | $134,172-75.2% | $137,256-75.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 26.75% | 28.72%-2.0pp | 25.30%+1.4pp | 220.34%-193.6pp |
| Employer contribution / active EE | $3,627 | $4,099-11.5% | $3,420+6.0% | $4,156-12.7% |
| Participant deferral / active EE | $6,942 | $5,552+25.0% | $4,690+48.0% | $6,407+8.3% |
| Admin fee / account holder | $1,468 | $15,028-90.2% | $12,016-87.8% | $12,270-88.0% |