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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 | $82,657 | $115,931-28.7% | $185,441-55.4% | $86,983-5.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 16.06% | 21.47%-5.4pp | 20.16%-4.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,779 | $2,937-39.4% | $4,672-61.9% | $2,584-31.2% |
| Participant deferral / active EE | $5,606 | $4,551+23.2% | $6,152-8.9% | $4,194+33.7% |
| Admin fee / account holder | $2,918 | $10,687-72.7% | $17,890-83.7% | $7,856-62.9% |