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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 | $72,841 | $176,786-58.8% | $146,643-50.3% | $167,536-56.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.73% | 24.04%-7.3pp | 22.75%-6.0pp | 478.82%-462.1pp |
| Employer contribution / active EE | $2,769 | $5,161-46.3% | $4,137-33.1% | $4,839-42.8% |
| Participant deferral / active EE | $6,937 | $6,440+7.7% | $5,506+26.0% | $6,342+9.4% |
| Admin fee / account holder | $4,691 | $13,262-64.6% | $10,280-54.4% | $12,315-61.9% |