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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 | $40,179 | $96,558-58.4% | $80,977-50.4% | $273,972-85.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.39% | 15.14%-7.8pp | 17.11%-9.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,271 | $4,869-32.8% | $3,715-11.9% | $4,869-32.8% |
| Participant deferral / active EE | $7,361 | $6,598+11.6% | $5,696+29.2% | $5,287+39.2% |
| Admin fee / account holder | $3,190 | $7,493-57.4% | $5,517-42.2% | $10,133-68.5% |