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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 | $64,846 | $73,787-12.1% | $98,716-34.3% | $82,448-21.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.23% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,040 | $1,511+35.0% | $2,279-10.5% | $2,551-20.0% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,064 | $6,500+8.7% | $8,703-18.8% | $7,234-2.4% |