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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 | $58,185 | $97,550-40.4% | $120,344-51.7% | $87,485-33.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.35% | 18.41%-1.1pp | 20.30%-2.9pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,872 | $2,291+25.4% | $3,020-4.9% | $2,596+10.6% |
| Participant deferral / active EE | $3,550 | $4,230-16.1% | $5,135-30.9% | $4,274-16.9% |
| Admin fee / account holder | $3,920 | $9,543-58.9% | $12,742-69.2% | $7,775-49.6% |