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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 | $62,502 | $102,245-38.9% | $89,340-30.0% | $137,256-54.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.02% | 21.89%-4.9pp | 20.57%-3.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,982 | $2,529-21.7% | $2,231-11.2% | $4,156-52.3% |
| Participant deferral / active EE | $3,651 | $4,436-17.7% | $3,823-4.5% | $6,407-43.0% |
| Admin fee / account holder | $1,258 | $8,085-84.4% | $6,704-81.2% | $12,270-89.8% |