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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 | $37,742 | $176,786-78.7% | $146,643-74.3% | $167,536-77.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.40% | 24.04%-11.6pp | 22.75%-10.3pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,103 | $5,161-78.6% | $4,137-73.3% | $4,839-77.2% |
| Participant deferral / active EE | $3,439 | $6,440-46.6% | $5,506-37.5% | $6,342-45.8% |
| Admin fee / account holder | $6,690 | $13,262-49.6% | $10,280-34.9% | $12,315-45.7% |