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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 | $60,969 | $67,606-9.8% | $82,313-25.9% | $70,124-13.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.95% | 21.57%-0.6pp | 25.88%-4.9pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,837 | $1,755+4.7% | $2,428-24.4% | $2,342-21.6% |
| Participant deferral / active EE | $2,089 | $2,987-30.1% | $3,706-43.6% | $3,332-37.3% |
| Admin fee / account holder | $1,536 | $4,512-65.9% | $5,608-72.6% | $4,645-66.9% |