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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 | $38,088 | $106,749-64.3% | $145,433-73.8% | $82,448-53.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.78% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,204 | $3,444-36.0% | $4,554-51.6% | $2,551-13.6% |
| Participant deferral / active EE | $3,934 | $6,519-39.6% | $7,897-50.2% | $4,139-5.0% |
| Admin fee / account holder | $2,660 | $8,390-68.3% | $13,129-79.7% | $7,234-63.2% |