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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 | $78,322 | $87,544-10.5% | $75,784+3.3% | $125,388-37.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.75% | 13.49%-12.7pp | 9.68%-8.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $4,002 | $3,930+1.8% | $3,323+20.4% | $4,866-17.8% |
| Participant deferral / active EE | $7,400 | $4,229+75.0% | $3,652+102.6% | $5,352+38.3% |
| Admin fee / account holder | $375 | $6,502-94.2% | $5,300-92.9% | $9,541-96.1% |