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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 | $36,966 | $87,166-57.6% | $76,735-51.8% | $137,256-73.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 18.92% | 26.50%-7.6pp | 29.77%-10.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,310 | $2,904-20.5% | $2,454-5.9% | $4,156-44.4% |
| Participant deferral / active EE | $4,053 | $4,726-14.2% | $4,088-0.8% | $6,407-36.7% |
| Admin fee / account holder | $1,459 | $8,403-82.6% | $7,189-79.7% | $12,270-88.1% |