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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 | $177,156-54.3% | $147,027-44.9% | $154,746-47.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 15.32% | 21.94%-6.6pp | 20.23%-4.9pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,856 | $4,336-57.2% | $3,626-48.8% | $4,379-57.6% |
| Participant deferral / active EE | $6,292 | $5,797+8.5% | $4,933+27.5% | $6,730-6.5% |
| Admin fee / account holder | $1,009 | $14,904-93.2% | $12,223-91.7% | $14,365-93.0% |