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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 | $79,248 | $45,050+75.9% | $63,018+25.8% | $70,126+13.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.98% | 18.76%-5.8pp | 87.62%-74.6pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,139 | $2,052-44.5% | $2,761-58.8% | $2,343-51.4% |
| Participant deferral / active EE | $2,277 | $2,466-7.6% | $3,330-31.6% | $3,332-31.7% |
| Admin fee / account holder | $3,684 | $2,834+30.0% | $3,601+2.3% | $4,645-20.7% |