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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 | $38,065 | $58,627-35.1% | $76,735-50.4% | $82,448-53.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.30% | 39.10%-24.8pp | 29.77%-15.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,942 | $1,729+12.3% | $2,454-20.9% | $2,551-23.9% |
| Participant deferral / active EE | $3,034 | $3,134-3.2% | $4,088-25.8% | $4,139-26.7% |
| Admin fee / account holder | $3,395 | $5,323-36.2% | $7,189-52.8% | $7,234-53.1% |