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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 | $48,824 | $90,486-46.0% | $78,676-37.9% | $273,972-82.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.77% | 75.62%-69.9pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,290 | $3,175-27.9% | $2,850-19.6% | $4,869-53.0% |
| Participant deferral / active EE | $1,954 | $3,901-49.9% | $3,517-44.4% | $5,287-63.0% |
| Admin fee / account holder | $2,287 | $5,263-56.5% | $4,510-49.3% | $10,133-77.4% |