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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 | $71,701 | $101,798-29.6% | $165,071-56.6% | $80,935-11.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.24% | 16.73%-3.5pp | 70.17%-56.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,923 | $2,954-34.9% | $4,347-55.8% | $2,757-30.3% |
| Participant deferral / active EE | $5,237 | $4,476+17.0% | $6,035-13.2% | $4,299+21.8% |
| Admin fee / account holder | $3,582 | $8,221-56.4% | $12,695-71.8% | $6,924-48.3% |