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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 | $64,829 | $46,596+39.1% | $64,085+1.2% | $75,173-13.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.40% | 26.04%-7.6pp | 33.69%-15.3pp | 160.65%-142.3pp |
| Employer contribution / active EE | $1,592 | $1,975-19.4% | $2,747-42.1% | $2,670-40.4% |
| Participant deferral / active EE | $2,527 | $2,839-11.0% | $3,881-34.9% | $4,126-38.7% |
| Admin fee / account holder | $2,273 | $2,954-23.1% | $3,069-25.9% | $5,651-59.8% |