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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 | $47,797 | $181,896-73.7% | $156,551-69.5% | $273,972-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.00% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,590 | $6,248-74.6% | $5,501-71.1% | $4,869-67.3% |
| Participant deferral / active EE | $6,309 | $5,550+13.7% | $4,871+29.5% | $5,287+19.3% |
| Admin fee / account holder | $1,344 | $15,560-91.4% | $13,028-89.7% | $10,133-86.7% |