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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 | $28,456 | $57,969-50.9% | $76,383-62.7% | $80,959-64.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.3%+20.7pp | 67.7%+32.3pp |
| Annual return | 17.12% | 15.90%+1.2pp | 13.79%+3.3pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,992 | $3,570-44.2% | $4,587-56.6% | $2,757-27.7% |
| Participant deferral / active EE | $2,563 | $3,814-32.8% | $5,474-53.2% | $4,300-40.4% |
| Admin fee / account holder | $1,758 | $5,670-69.0% | $5,147-65.8% | $6,925-74.6% |