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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 | $53,867 | $149,778-64.0% | $118,946-54.7% | $158,966-66.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.24% | 19.95%-5.7pp | 35.89%-21.6pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,567 | $4,117-61.9% | $3,263-52.0% | $4,762-67.1% |
| Participant deferral / active EE | $1,507 | $5,225-71.2% | $4,266-64.7% | $5,983-74.8% |
| Admin fee / account holder | $716 | $8,604-91.7% | $6,581-89.1% | $11,250-93.6% |