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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 | $47,893 | $124,980-61.7% | $108,359-55.8% | $154,746-69.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.18% | 45.00%-26.8pp | 36.89%-18.7pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,964 | $2,851-31.1% | $2,399-18.1% | $4,379-55.1% |
| Participant deferral / active EE | $3,135 | $4,743-33.9% | $4,137-24.2% | $6,730-53.4% |
| Admin fee / account holder | $2,018 | $11,502-82.5% | $9,741-79.3% | $14,365-86.0% |