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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 | $23,742 | $153,311-84.5% | $109,313-78.3% | $273,972-91.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.65% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,541 | $5,619-37.0% | $3,892-9.0% | $4,869-27.3% |
| Participant deferral / active EE | $1,553 | $3,932-60.5% | $3,166-51.0% | $5,287-70.6% |
| Admin fee / account holder | $389 | $8,076-95.2% | $5,666-93.1% | $10,133-96.2% |