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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 | $59,331 | $123,478-52.0% | $216,567-72.6% | $94,015-36.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 11.12% | 23.61%-12.5pp | 12.94%-1.8pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,757 | $3,136-44.0% | $5,216-66.3% | $2,790-37.0% |
| Participant deferral / active EE | $2,947 | $4,556-35.3% | $6,191-52.4% | $4,249-30.7% |
| Admin fee / account holder | $13,476 | $12,753+5.7% | $21,981-38.7% | $8,951+50.5% |