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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 | $67,179 | $177,156-62.1% | $147,027-54.3% | $154,746-56.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 16.22% | 21.94%-5.7pp | 20.23%-4.0pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,556 | $4,336-64.1% | $3,626-57.1% | $4,379-64.5% |
| Participant deferral / active EE | $7,959 | $5,797+37.3% | $4,933+61.3% | $6,730+18.2% |
| Admin fee / account holder | $3,218 | $14,904-78.4% | $12,223-73.7% | $14,365-77.6% |