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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 | $84,603 | $124,425-32.0% | $112,040-24.5% | $137,256-38.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.18% | 24.72%-6.5pp | 24.52%-6.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,664 | $3,411-21.9% | $2,954-9.8% | $4,156-35.9% |
| Participant deferral / active EE | $3,679 | $5,718-35.7% | $5,098-27.8% | $6,407-42.6% |
| Admin fee / account holder | $784 | $15,207-94.8% | $12,098-93.5% | $12,270-93.6% |