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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 | $106,524-64.2% | $152,301-75.0% | $87,485-56.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 17.78% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,204 | $3,371-34.6% | $4,624-52.3% | $2,596-15.1% |
| Participant deferral / active EE | $3,934 | $6,525-39.7% | $8,004-50.8% | $4,274-7.9% |
| Admin fee / account holder | $2,660 | $8,287-67.9% | $14,398-81.5% | $7,775-65.8% |