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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 | $48,149 | $65,712-26.7% | $57,196-15.8% | $273,972-82.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.31% | 22.01%-13.7pp | 14.59%-6.3pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,988 | $3,280-39.4% | $2,683-25.9% | $4,869-59.2% |
| Participant deferral / active EE | $2,021 | $3,782-46.6% | $3,096-34.7% | $5,287-61.8% |
| Admin fee / account holder | $1,194 | $4,838-75.3% | $3,141-62.0% | $10,133-88.2% |