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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 | $69,444-45.2% | $92,985-59.1% | $87,485-56.5% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 14.30% | 23.85%-9.6pp | 27.99%-13.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,942 | $1,917+1.3% | $2,662-27.1% | $2,596-25.2% |
| Participant deferral / active EE | $3,034 | $3,364-9.8% | $4,377-30.7% | $4,274-29.0% |
| Admin fee / account holder | $3,395 | $6,137-44.7% | $9,463-64.1% | $7,775-56.3% |