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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 | $58,136 | $56,894+2.2% | $84,753-31.4% | $62,881-7.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.15% | 6.30%+1.8pp | 22.78%-14.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $827 | $2,400-65.5% | $3,574-76.9% | $2,281-63.7% |
| Participant deferral / active EE | $3,817 | $2,709+40.9% | $3,712+2.8% | $3,203+19.2% |
| Admin fee / account holder | $2,307 | $3,581-35.6% | $5,333-56.7% | $4,296-46.3% |