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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 | $55,844 | $45,050+24.0% | $63,018-11.4% | $70,126-20.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.52% | 18.76%+0.8pp | 87.62%-68.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $1,302 | $2,052-36.6% | $2,761-52.8% | $2,343-44.4% |
| Participant deferral / active EE | $2,322 | $2,466-5.8% | $3,330-30.3% | $3,332-30.3% |
| Admin fee / account holder | $3,266 | $2,834+15.2% | $3,601-9.3% | $4,645-29.7% |