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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 | $78,208 | $99,345-21.3% | $84,753-7.7% | $273,972-71.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.77% | 22.93%-12.2pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $5,872 | $4,214+39.3% | $3,574+64.3% | $4,869+20.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,077 | $6,645-83.8% | $5,333-79.8% | $10,133-89.4% |