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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 | $63,065 | $45,050+40.0% | $63,018+0.1% | $70,126-10.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.62% | 18.76%-2.1pp | 87.62%-71.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,140 | $2,052+4.3% | $2,761-22.5% | $2,343-8.6% |
| Participant deferral / active EE | $3,303 | $2,466+34.0% | $3,330-0.8% | $3,332-0.9% |
| Admin fee / account holder | $3,716 | $2,834+31.1% | $3,601+3.2% | $4,645-20.0% |