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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 | $36,139 | $65,712-45.0% | $57,196-36.8% | $273,972-86.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.63% | 22.01%-17.4pp | 14.59%-10.0pp | 41.46%-36.8pp |
| Employer contribution / active EE | $4,341 | $3,280+32.3% | $2,683+61.8% | $4,869-10.8% |
| Participant deferral / active EE | $3,075 | $3,782-18.7% | $3,096-0.7% | $5,287-41.8% |
| Admin fee / account holder | $1,437 | $4,838-70.3% | $3,141-54.2% | $10,133-85.8% |