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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 | $65,627 | $139,948-53.1% | $121,663-46.1% | $154,746-57.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.23% | 230.52%-219.3pp | 147.54%-136.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,430 | $3,521-59.4% | $3,020-52.7% | $4,379-67.3% |
| Participant deferral / active EE | $3,894 | $5,629-30.8% | $4,887-20.3% | $6,730-42.1% |
| Admin fee / account holder | $3,562 | $17,321-79.4% | $14,289-75.1% | $14,365-75.2% |