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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 | $38,053 | $45,041-15.5% | $63,003-39.6% | $70,131-45.7% |
| Participation rate | 95.8% | 69.5%+26.3pp | 74.8%+21.0pp | 69.5%+26.3pp |
| Annual return | 14.12% | 18.76%-4.6pp | 87.59%-73.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,750 | $2,052-14.7% | $2,760-36.6% | $2,342-25.3% |
| Participant deferral / active EE | $3,425 | $2,465+38.9% | $3,329+2.9% | $3,332+2.8% |
| Admin fee / account holder | $3,351 | $2,836+18.2% | $3,600-6.9% | $4,645-27.9% |