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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 | $71,775 | $136,307-47.3% | $106,619-32.7% | $273,972-73.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.94% | 11.05%-6.1pp | 9.42%-4.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,127 | $5,190-39.8% | $3,947-20.8% | $4,869-35.8% |
| Participant deferral / active EE | $3,000 | $4,969-39.6% | $3,930-23.7% | $5,287-43.3% |
| Admin fee / account holder | $1,282 | $8,625-85.1% | $6,418-80.0% | $10,133-87.3% |