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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 | $76,564-50.3% | $105,582-63.9% | $94,015-59.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 14.30% | 20.69%-6.4pp | 18.61%-4.3pp | 17.84%-3.5pp |
| Employer contribution / active EE | $1,942 | $1,995-2.7% | $2,984-34.9% | $2,790-30.4% |
| Participant deferral / active EE | $3,034 | $3,320-8.6% | $4,353-30.3% | $4,249-28.6% |
| Admin fee / account holder | $3,395 | $7,129-52.4% | $12,856-73.6% | $8,951-62.1% |