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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 | $35,882 | $45,082-20.4% | $69,464-48.3% | $72,975-50.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.95% | 22.66%-2.7pp | 28.98%-9.0pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,879 | $2,055+40.1% | $2,779+3.6% | $2,440+18.0% |
| Participant deferral / active EE | $2,381 | $2,604-8.5% | $3,536-32.7% | $3,608-34.0% |
| Admin fee / account holder | $708 | $3,057-76.9% | $3,840-81.6% | $5,124-86.2% |