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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 | $28,241 | $39,132-27.8% | $57,196-50.6% | $62,881-55.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.75% | 9.24%-1.5pp | 14.59%-6.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,232 | $1,874+72.5% | $2,683+20.5% | $2,281+41.7% |
| Participant deferral / active EE | $4,586 | $2,374+93.1% | $3,096+48.1% | $3,203+43.2% |
| Admin fee / account holder | $1,725 | $2,594-33.5% | $3,141-45.1% | $4,296-59.9% |