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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 | $46,534+39.3% | $64,097+1.1% | $75,177-13.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.40% | 26.07%-7.7pp | 33.75%-15.3pp | 160.75%-142.4pp |
| Employer contribution / active EE | $1,592 | $1,976-19.4% | $2,750-42.1% | $2,671-40.4% |
| Participant deferral / active EE | $2,527 | $2,835-10.9% | $3,881-34.9% | $4,126-38.8% |
| Admin fee / account holder | $2,273 | $2,957-23.1% | $3,070-26.0% | $5,651-59.8% |