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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 | $85,249 | $86,940-1.9% | $102,434-16.8% | $80,935+5.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 24.43% | 18.89%+5.5pp | 29.46%-5.0pp | 35.66%-11.2pp |
| Employer contribution / active EE | $968 | $2,370-59.1% | $3,023-68.0% | $2,757-64.9% |
| Participant deferral / active EE | $2,556 | $4,121-38.0% | $5,055-49.4% | $4,299-40.5% |
| Admin fee / account holder | $1,867 | $8,047-76.8% | $9,462-80.3% | $6,924-73.0% |