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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 | $37,712 | $39,132-3.6% | $57,196-34.1% | $62,881-40.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.41% | 9.24%-1.8pp | 14.59%-7.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,591 | $1,874+91.6% | $2,683+33.8% | $2,281+57.4% |
| Participant deferral / active EE | $2,351 | $2,374-1.0% | $3,096-24.1% | $3,203-26.6% |
| Admin fee / account holder | $687 | $2,594-73.5% | $3,141-78.1% | $4,296-84.0% |