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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 | $68,179 | $77,962-12.5% | $178,540-61.8% | $80,935-15.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.72% | 18.10%-2.4pp | 27.15%-11.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,649 | $2,280+16.2% | $3,953-33.0% | $2,757-3.9% |
| Participant deferral / active EE | $4,372 | $4,404-0.7% | $6,281-30.4% | $4,299+1.7% |
| Admin fee / account holder | $9,709 | $7,156+35.7% | $10,424-6.9% | $6,924+40.2% |