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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 | $45,930 | $52,580-12.6% | $71,671-35.9% | $70,126-34.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 13.29% | 20.25%-7.0pp | 20.65%-7.4pp | 73.15%-59.9pp |
| Employer contribution / active EE | $2,113 | $1,616+30.7% | $2,460-14.1% | $2,343-9.8% |
| Participant deferral / active EE | $3,222 | $2,386+35.0% | $3,438-6.3% | $3,332-3.3% |
| Admin fee / account holder | $1,759 | $3,653-51.8% | $5,558-68.4% | $4,645-62.1% |