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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 | $81,009 | $161,352-49.8% | $134,172-39.6% | $137,256-41.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.32% | 28.72%-13.4pp | 25.30%-10.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,856 | $4,099-54.7% | $3,420-45.7% | $4,156-55.3% |
| Participant deferral / active EE | $6,292 | $5,552+13.3% | $4,690+34.1% | $6,407-1.8% |
| Admin fee / account holder | $1,009 | $15,028-93.3% | $12,016-91.6% | $12,270-91.8% |