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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 | $49,679 | $68,880-27.9% | $120,580-58.8% | $80,959-38.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 11.75% | 23.68%-11.9pp | 107.48%-95.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,732 | $2,066-16.2% | $3,469-50.1% | $2,757-37.2% |
| Participant deferral / active EE | $1,796 | $3,191-43.7% | $4,995-64.1% | $4,300-58.2% |
| Admin fee / account holder | $4,312 | $5,785-25.5% | $9,418-54.2% | $6,925-37.7% |