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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 | $64,468 | $88,996-27.6% | $78,004-17.4% | $138,895-53.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 14.00% | 28.03%-14.0pp | 31.07%-17.1pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,755 | $2,917-39.8% | $2,469-28.9% | $4,194-58.1% |
| Participant deferral / active EE | $5,603 | $4,724+18.6% | $4,092+36.9% | $6,396-12.4% |
| Admin fee / account holder | $3,726 | $8,807-57.7% | $7,578-50.8% | $12,562-70.3% |