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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 | $73,126 | $138,312-47.1% | $122,979-40.5% | $155,188-52.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 9.77% | 22.06%-12.3pp | 20.12%-10.3pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,333 | $3,530-62.2% | $3,062-56.5% | $4,248-68.6% |
| Participant deferral / active EE | $6,908 | $5,592+23.5% | $5,003+38.1% | $6,531+5.8% |
| Admin fee / account holder | $2,285 | $15,089-84.9% | $12,864-82.2% | $14,480-84.2% |