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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 | $56,762 | $67,602-16.0% | $82,312-31.0% | $70,126-19.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.46% | 21.57%-6.1pp | 25.88%-10.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,152 | $1,755+22.7% | $2,428-11.4% | $2,343-8.1% |
| Participant deferral / active EE | $1,946 | $2,987-34.8% | $3,706-47.5% | $3,332-41.6% |
| Admin fee / account holder | $1,319 | $4,512-70.8% | $5,608-76.5% | $4,645-71.6% |