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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 | $110,137-43.5% | $161,149-61.4% | $82,637-24.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.27% | 20.69%-6.4pp | 21.16%-6.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $3,475 | $2,856+21.7% | $4,360-20.3% | $2,552+36.1% |
| Participant deferral / active EE | $5,584 | $4,575+22.1% | $6,153-9.2% | $4,126+35.3% |
| Admin fee / account holder | $1,830 | $9,467-80.7% | $15,194-88.0% | $7,339-75.1% |