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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 | $56,266 | $167,522-66.4% | $151,639-62.9% | $134,532-58.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 17.01% | 7.81%+9.2pp | 3.34%+13.7pp | 418.27%-401.3pp |
| Employer contribution / active EE | $1,738 | $6,828-74.5% | $6,165-71.8% | $4,741-63.3% |
| Participant deferral / active EE | $6,036 | $8,986-32.8% | $8,363-27.8% | $6,401-5.7% |
| Admin fee / account holder | $4,107 | $13,780-70.2% | $11,613-64.6% | $11,429-64.1% |