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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 | $72,607-21.7% | $90,259-37.0% | $87,485-35.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 18.77% | 18.59%+0.2pp | 18.88%-0.1pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,471 | $1,919-23.4% | $2,291-35.8% | $2,596-43.3% |
| Participant deferral / active EE | $3,322 | $3,055+8.8% | $3,827-13.2% | $4,274-22.3% |
| Admin fee / account holder | $1,500 | $5,947-74.8% | $7,267-79.4% | $7,775-80.7% |