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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 | $62,624 | $69,590-10.0% | $136,867-54.2% | $94,015-33.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 15.01% | 19.62%-4.6pp | 42.97%-28.0pp | 17.84%-2.8pp |
| Employer contribution / active EE | $2,750 | $2,396+14.7% | $3,547-22.5% | $2,790-1.4% |
| Participant deferral / active EE | $6,247 | $3,437+81.8% | $4,924+26.9% | $4,249+47.0% |
| Admin fee / account holder | $3,388 | $8,912-62.0% | $10,340-67.2% | $8,951-62.2% |