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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 | $61,065 | $108,825-43.9% | $156,181-60.9% | $82,448-25.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.95% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,586 | $2,870-9.9% | $4,294-39.8% | $2,551+1.4% |
| Participant deferral / active EE | $4,724 | $4,577+3.2% | $6,132-23.0% | $4,139+14.1% |
| Admin fee / account holder | $3,174 | $9,341-66.0% | $14,586-78.2% | $7,234-56.1% |