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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 | $56,847 | $75,720-24.9% | $90,312-37.1% | $86,983-34.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 18.77% | 18.55%+0.2pp | 18.90%-0.1pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,471 | $1,945-24.4% | $2,243-34.4% | $2,584-43.1% |
| Participant deferral / active EE | $3,322 | $3,001+10.7% | $3,749-11.4% | $4,194-20.8% |
| Admin fee / account holder | $1,500 | $6,201-75.8% | $8,248-81.8% | $7,856-80.9% |