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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 | $74,443 | $108,825-31.6% | $156,181-52.3% | $82,448-9.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.49% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,817 | $2,870-1.8% | $4,294-34.4% | $2,551+10.4% |
| Participant deferral / active EE | $4,748 | $4,577+3.7% | $6,132-22.6% | $4,139+14.7% |
| Admin fee / account holder | $2,223 | $9,341-76.2% | $14,586-84.8% | $7,234-69.3% |