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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 | $29,151 | $48,314-39.7% | $67,561-56.9% | $80,925-64.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.33% | 18.28%-3.9pp | 3525.44%-3511.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $1,883 | $2,022-6.8% | $2,735-31.1% | $2,756-31.7% |
| Participant deferral / active EE | $3,340 | $2,927+14.1% | $4,003-16.6% | $4,299-22.3% |
| Admin fee / account holder | $4,274 | $3,690+15.8% | $4,006+6.7% | $6,940-38.4% |