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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 | $97,550-47.0% | $120,344-57.0% | $87,485-40.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 13.60% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,897 | $2,291-17.2% | $3,020-37.2% | $2,596-26.9% |
| Participant deferral / active EE | $3,710 | $4,230-12.3% | $5,135-27.7% | $4,274-13.2% |
| Admin fee / account holder | $4,783 | $9,543-49.9% | $12,742-62.5% | $7,775-38.5% |