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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 | $74,943 | $132,820-43.6% | $345,870-78.3% | $132,820-43.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 91.2%+8.8pp | 74.3%+25.7pp |
| Annual return | 11.32% | 14.82%-3.5pp | -10.24%+21.6pp | 14.82%-3.5pp |
| Employer contribution / active EE | $3,246 | $4,144-21.7% | $5,845-44.5% | $4,144-21.7% |
| Participant deferral / active EE | $2,402 | $3,980-39.6% | $2,984-19.5% | $3,980-39.6% |
| Admin fee / account holder | $2,610 | $11,722-77.7% | $33,207-92.1% | $11,722-77.7% |