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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 | $60,777 | $138,366-56.1% | $184,185-67.0% | $80,911-24.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.75% | 20.02%-8.3pp | 28.81%-17.1pp | 35.63%-23.9pp |
| Employer contribution / active EE | $3,377 | $4,849-30.4% | $6,426-47.4% | $2,756+22.5% |
| Participant deferral / active EE | $7,802 | $7,074+10.3% | $9,132-14.6% | $4,297+81.6% |
| Admin fee / account holder | $2,226 | $10,484-78.8% | $13,909-84.0% | $6,935-67.9% |