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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 | $35,603 | $107,809-67.0% | $97,032-63.3% | $155,188-77.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 14.18% | 38.06%-23.9pp | 35.38%-21.2pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,670 | $2,911-42.6% | $2,629-36.5% | $4,248-60.7% |
| Participant deferral / active EE | $1,343 | $5,129-73.8% | $4,672-71.2% | $6,531-79.4% |
| Admin fee / account holder | $2,615 | $10,717-75.6% | $9,418-72.2% | $14,480-81.9% |