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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 | $67,744 | $135,956-50.2% | $123,894-45.3% | $273,972-75.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.03% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,525 | $5,170-70.5% | $4,617-67.0% | $4,869-68.7% |
| Participant deferral / active EE | $4,697 | $6,343-25.9% | $5,984-21.5% | $5,287-11.2% |
| Admin fee / account holder | $3,644 | $9,817-62.9% | $8,357-56.4% | $10,133-64.0% |