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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 | $66,072 | $93,346-29.2% | $71,796-8.0% | $273,972-75.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.78% | 130.39%-123.6pp | 78.04%-71.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,143 | $2,733-21.6% | $1,924+11.4% | $4,869-56.0% |
| Participant deferral / active EE | $3,543 | $3,475+2.0% | $2,794+26.8% | $5,287-33.0% |
| Admin fee / account holder | $3,032 | $6,571-53.9% | $4,815-37.0% | $10,133-70.1% |