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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 | $110,137-32.4% | $161,149-53.8% | $82,637-9.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.49% | 20.69%-5.2pp | 21.16%-5.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $2,817 | $2,856-1.4% | $4,360-35.4% | $2,552+10.4% |
| Participant deferral / active EE | $4,748 | $4,575+3.8% | $6,153-22.8% | $4,126+15.1% |
| Admin fee / account holder | $2,223 | $9,467-76.5% | $15,194-85.4% | $7,339-69.7% |