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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 | $43,482 | $56,110-22.5% | $94,993-54.2% | $70,126-38.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 15.14% | 51.02%-35.9pp | 27.14%-12.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,622 | $1,442+12.4% | $2,603-37.7% | $2,343-30.8% |
| Participant deferral / active EE | $2,139 | $2,391-10.6% | $3,317-35.5% | $3,332-35.8% |
| Admin fee / account holder | $7,636 | $3,456+120.9% | $4,960+53.9% | $4,645+64.4% |