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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 | $34,792 | $90,538-61.6% | $88,457-60.7% | $154,746-77.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 18.61% | 37.97%-19.4pp | 32.69%-14.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,253 | $4,914-33.8% | $4,681-30.5% | $4,379-25.7% |
| Participant deferral / active EE | $4,738 | $6,073-22.0% | $5,667-16.4% | $6,730-29.6% |
| Admin fee / account holder | $2,062 | $10,337-80.1% | $9,606-78.5% | $14,365-85.6% |