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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 | $54,199 | $153,769-64.8% | $133,975-59.5% | $273,972-80.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.87% | 36.51%-21.6pp | 29.29%-14.4pp | 41.46%-26.6pp |
| Employer contribution / active EE | $2,963 | $6,029-50.8% | $5,211-43.1% | $4,869-39.1% |
| Participant deferral / active EE | $3,702 | $6,958-46.8% | $6,282-41.1% | $5,287-30.0% |
| Admin fee / account holder | $526 | $11,765-95.5% | $9,324-94.4% | $10,133-94.8% |