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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 | $41,303 | $118,496-65.1% | $98,461-58.1% | $139,466-70.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.01% | 18.96%-9.0pp | 21.17%-11.2pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,305 | $3,611-63.8% | $3,049-57.2% | $4,754-72.5% |
| Participant deferral / active EE | $3,291 | $5,393-39.0% | $4,738-30.6% | $6,712-51.0% |
| Admin fee / account holder | $1,146 | $14,056-91.8% | $8,961-87.2% | $11,409-90.0% |