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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 | $35,762 | $199,109-82.0% | $173,730-79.4% | $154,746-76.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.26% | 20.02%-7.8pp | 19.96%-7.7pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,035 | $5,311-61.7% | $4,577-55.5% | $4,379-53.5% |
| Participant deferral / active EE | $2,544 | $7,113-64.2% | $6,326-59.8% | $6,730-62.2% |
| Admin fee / account holder | $3,053 | $20,916-85.4% | $17,523-82.6% | $14,365-78.7% |