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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 | $34,218 | $67,606-49.4% | $82,313-58.4% | $70,124-51.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,402 | $1,755+36.9% | $2,428-1.1% | $2,342+2.6% |
| Participant deferral / active EE | $4,747 | $2,987+58.9% | $3,706+28.1% | $3,332+42.5% |
| Admin fee / account holder | $2,687 | $4,512-40.5% | $5,608-52.1% | $4,645-42.2% |