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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 | $71,072 | $94,031-24.4% | $115,768-38.6% | $82,448-13.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 15.76% | 20.61%-4.9pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,498 | $2,323-35.5% | $2,940-49.1% | $2,551-41.3% |
| Participant deferral / active EE | $2,776 | $3,972-30.1% | $4,917-43.5% | $4,139-32.9% |
| Admin fee / account holder | $3,961 | $10,249-61.4% | $12,439-68.2% | $7,234-45.2% |