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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 | $44,679 | $45,082-0.9% | $69,464-35.7% | $72,975-38.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.98% | 22.66%-5.7pp | 28.98%-12.0pp | 81.01%-64.0pp |
| Employer contribution / active EE | $1,861 | $2,055-9.4% | $2,779-33.0% | $2,440-23.7% |
| Participant deferral / active EE | $1,985 | $2,604-23.8% | $3,536-43.9% | $3,608-45.0% |
| Admin fee / account holder | $2,608 | $3,057-14.7% | $3,840-32.1% | $5,124-49.1% |