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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 | $66,463 | $49,245+35.0% | $70,492-5.7% | $79,859-16.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.73% | 30.11%-13.4pp | 109.16%-92.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,676 | $2,100-20.2% | $2,738-38.8% | $2,471-32.2% |
| Participant deferral / active EE | $2,461 | $2,768-11.1% | $3,711-33.7% | $3,741-34.2% |
| Admin fee / account holder | $1,667 | $2,879-42.1% | $3,848-56.7% | $5,307-68.6% |