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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 | $77,814-17.5% | $158,223-59.4% | $86,983-26.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 15.76% | 30.54%-14.8pp | 52.09%-36.3pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,491 | $2,592-42.5% | $4,109-63.7% | $2,584-42.3% |
| Participant deferral / active EE | $3,822 | $3,270+16.9% | $5,467-30.1% | $4,194-8.9% |
| Admin fee / account holder | $13,001 | $5,879+121.1% | $16,047-19.0% | $7,856+65.5% |