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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 | $51,703 | $95,453-45.8% | $112,040-53.9% | $82,448-37.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.60% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,897 | $2,318-18.2% | $2,954-35.8% | $2,551-25.6% |
| Participant deferral / active EE | $3,710 | $4,224-12.2% | $5,098-27.2% | $4,139-10.4% |
| Admin fee / account holder | $4,783 | $9,013-46.9% | $12,098-60.5% | $7,234-33.9% |