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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 | $35,606 | $79,557-55.2% | $118,746-70.0% | $70,126-49.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 25.33% | 25.64%-0.3pp | 24.54%+0.8pp | 73.15%-47.8pp |
| Employer contribution / active EE | $1,809 | $2,861-36.8% | $4,193-56.9% | $2,343-22.8% |
| Participant deferral / active EE | $8,396 | $4,089+105.3% | $5,332+57.5% | $3,332+152.0% |
| Admin fee / account holder | $3,189 | $5,374-40.7% | $10,720-70.3% | $4,645-31.4% |