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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 | $62,606 | $64,359-2.7% | $90,161-30.6% | $70,126-10.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 37.68% | 28.13%+9.5pp | 34.89%+2.8pp | 73.15%-35.5pp |
| Employer contribution / active EE | $433 | $2,046-78.8% | $3,318-87.0% | $2,343-81.5% |
| Participant deferral / active EE | $3,977 | $4,389-9.4% | $5,287-24.8% | $3,332+19.4% |
| Admin fee / account holder | $2,134 | $3,945-45.9% | $5,943-64.1% | $4,645-54.1% |