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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 | $185,141-63.7% | $153,416-56.2% | $155,188-56.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 16.22% | 18.72%-2.5pp | 17.84%-1.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,556 | $4,489-65.3% | $3,764-58.7% | $4,248-63.4% |
| Participant deferral / active EE | $7,959 | $5,477+45.3% | $4,723+68.5% | $6,531+21.9% |
| Admin fee / account holder | $3,218 | $16,005-79.9% | $13,095-75.4% | $14,480-77.8% |