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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 | $97,648-27.2% | $121,663-41.6% | $87,485-18.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 15.76% | 18.03%-2.3pp | 147.54%-131.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,498 | $2,300-34.9% | $3,020-50.4% | $2,596-42.3% |
| Participant deferral / active EE | $2,776 | $3,923-29.3% | $4,887-43.2% | $4,274-35.1% |
| Admin fee / account holder | $3,961 | $11,100-64.3% | $14,289-72.3% | $7,775-49.0% |