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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 | $37,150 | $45,211-17.8% | $56,429-34.2% | $70,126-47.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.0%+20.0pp | 69.5%+30.5pp |
| Annual return | 20.95% | 38.45%-17.5pp | 19.04%+1.9pp | 73.15%-52.2pp |
| Employer contribution / active EE | $2,141 | $2,737-21.8% | $3,405-37.1% | $2,343-8.6% |
| Participant deferral / active EE | $3,579 | $2,735+30.9% | $3,951-9.4% | $3,332+7.4% |
| Admin fee / account holder | $1,115 | $3,027-63.2% | $4,466-75.0% | $4,645-76.0% |