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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 | $63,033 | $108,825-42.1% | $156,181-59.6% | $82,448-23.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.37% | 20.59%-6.2pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,697 | $2,870-6.0% | $4,294-37.2% | $2,551+5.7% |
| Participant deferral / active EE | $2,469 | $4,577-46.1% | $6,132-59.7% | $4,139-40.3% |
| Admin fee / account holder | $1,592 | $9,341-83.0% | $14,586-89.1% | $7,234-78.0% |