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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 | $89,284 | $116,190-23.2% | $93,614-4.6% | $152,885-41.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 15.48% | 35.96%-20.5pp | 32.76%-17.3pp | 345.39%-329.9pp |
| Employer contribution / active EE | $1,982 | $3,219-38.4% | $2,718-27.1% | $4,763-58.4% |
| Participant deferral / active EE | $3,311 | $4,604-28.1% | $4,069-18.6% | $5,851-43.4% |
| Admin fee / account holder | $4,019 | $10,749-62.6% | $7,889-49.1% | $11,598-65.3% |