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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 | $82,397 | $99,345-17.1% | $84,753-2.8% | $273,972-69.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.79% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,333 | $4,214-20.9% | $3,574-6.7% | $4,869-31.5% |
| Participant deferral / active EE | $4,715 | $4,270+10.4% | $3,712+27.0% | $5,287-10.8% |
| Admin fee / account holder | $925 | $6,645-86.1% | $5,333-82.7% | $10,133-90.9% |