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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 | $38,984 | $49,249-20.8% | $70,476-44.7% | $79,852-51.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.15% | 30.09%-14.9pp | 109.12%-94.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,672 | $2,100+27.2% | $2,738-2.4% | $2,471+8.1% |
| Participant deferral / active EE | $2,010 | $2,769-27.4% | $3,710-45.8% | $3,740-46.3% |
| Admin fee / account holder | $4,710 | $2,878+63.7% | $3,847+22.4% | $5,306-11.2% |