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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 | $62,268 | $115,931-46.3% | $185,441-66.4% | $86,983-28.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 14.27% | 21.47%-7.2pp | 20.16%-5.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $3,475 | $2,937+18.3% | $4,672-25.6% | $2,584+34.4% |
| Participant deferral / active EE | $5,584 | $4,551+22.7% | $6,152-9.2% | $4,194+33.2% |
| Admin fee / account holder | $1,830 | $10,687-82.9% | $17,890-89.8% | $7,856-76.7% |