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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 | $61,117 | $97,289-37.2% | $92,805-34.1% | $155,188-60.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.58% | 29.03%-14.4pp | 31.59%-17.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,547 | $3,632-29.9% | $3,424-25.6% | $4,248-40.0% |
| Participant deferral / active EE | $3,167 | $8,795-64.0% | $8,448-62.5% | $6,531-51.5% |
| Admin fee / account holder | $20,728 | $12,015+72.5% | $10,911+90.0% | $14,480+43.2% |