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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 | $37,110 | $181,896-79.6% | $156,551-76.3% | $273,972-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.45% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,402 | $6,248-77.6% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $3,490 | $5,550-37.1% | $4,871-28.3% | $5,287-34.0% |
| Admin fee / account holder | $1,190 | $15,560-92.4% | $13,028-90.9% | $10,133-88.3% |