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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 | $65,110 | $88,707-26.6% | $74,184-12.2% | $273,972-76.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.33% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,548 | $3,159-51.0% | $2,370-34.7% | $4,869-68.2% |
| Participant deferral / active EE | $4,310 | $4,212+2.3% | $3,550+21.4% | $5,287-18.5% |
| Admin fee / account holder | $446 | $8,717-94.9% | $5,586-92.0% | $10,133-95.6% |