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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 | $37,406 | $112,729-66.8% | $98,716-62.1% | $137,256-72.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.09% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,352 | $2,725-13.7% | $2,279+3.2% | $4,156-43.4% |
| Participant deferral / active EE | $6,885 | $4,640+48.4% | $4,048+70.1% | $6,407+7.5% |
| Admin fee / account holder | $1,730 | $10,129-82.9% | $8,703-80.1% | $12,270-85.9% |