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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 | $31,569 | $127,387-75.2% | $115,038-72.6% | $125,389-74.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.98% | 31.28%-30.3pp | 26.14%-25.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $3,182 | $5,166-38.4% | $4,608-30.9% | $4,866-34.6% |
| Participant deferral / active EE | $3,496 | $6,423-45.6% | $6,026-42.0% | $5,352-34.7% |
| Admin fee / account holder | $574 | $9,516-94.0% | $8,175-93.0% | $9,541-94.0% |