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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 | $79,956 | $81,457-1.8% | $103,378-22.7% | $80,911-1.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.43% | 25.58%-13.1pp | 24.91%-12.5pp | 35.63%-23.2pp |
| Employer contribution / active EE | $3,525 | $3,107+13.4% | $3,870-8.9% | $2,756+27.9% |
| Participant deferral / active EE | $8,257 | $3,871+113.3% | $5,058+63.3% | $4,297+92.2% |
| Admin fee / account holder | $797 | $6,717-88.1% | $8,401-90.5% | $6,935-88.5% |