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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 | $32,153 | $46,596-31.0% | $64,099-49.8% | $75,181-57.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.46% | 26.04%-5.6pp | 33.70%-13.2pp | 160.69%-140.2pp |
| Employer contribution / active EE | $2,724 | $1,975+37.9% | $2,748-0.9% | $2,671+2.0% |
| Participant deferral / active EE | $4,537 | $2,837+59.9% | $3,881+16.9% | $4,126+10.0% |
| Admin fee / account holder | $1,975 | $2,954-33.1% | $3,070-35.7% | $5,650-65.0% |