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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 | $64,235 | $86,050-25.4% | $189,758-66.1% | $94,015-31.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 15.76% | 17.77%-2.0pp | 52.62%-36.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $1,491 | $2,819-47.1% | $4,767-68.7% | $2,790-46.6% |
| Participant deferral / active EE | $3,822 | $3,349+14.1% | $5,856-34.7% | $4,249-10.1% |
| Admin fee / account holder | $13,001 | $6,627+96.2% | $20,388-36.2% | $8,951+45.2% |