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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 | $112,729-57.5% | $98,716-51.5% | $137,256-65.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.18% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,964 | $2,725-27.9% | $2,279-13.8% | $4,156-52.7% |
| Participant deferral / active EE | $3,135 | $4,640-32.4% | $4,048-22.6% | $6,407-51.1% |
| Admin fee / account holder | $2,018 | $10,129-80.1% | $8,703-76.8% | $12,270-83.6% |