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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 | $95,453-39.0% | $112,040-48.1% | $82,448-29.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.35% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,872 | $2,318+23.9% | $2,954-2.8% | $2,551+12.6% |
| Participant deferral / active EE | $3,550 | $4,224-16.0% | $5,098-30.4% | $4,139-14.2% |
| Admin fee / account holder | $3,920 | $9,013-56.5% | $12,098-67.6% | $7,234-45.8% |