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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 | $76,195 | $161,352-52.8% | $134,172-43.2% | $137,256-44.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 27.83% | 28.72%-0.9pp | 25.30%+2.5pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,193 | $4,099-70.9% | $3,420-65.1% | $4,156-71.3% |
| Participant deferral / active EE | $11,847 | $5,552+113.4% | $4,690+152.6% | $6,407+84.9% |
| Admin fee / account holder | $1,045 | $15,028-93.0% | $12,016-91.3% | $12,270-91.5% |