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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 | $40,931 | $106,749-61.7% | $145,433-71.9% | $82,448-50.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.77% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,701 | $3,444-50.6% | $4,554-62.7% | $2,551-33.3% |
| Participant deferral / active EE | $5,134 | $6,519-21.2% | $7,897-35.0% | $4,139+24.0% |
| Admin fee / account holder | $4,657 | $8,390-44.5% | $13,129-64.5% | $7,234-35.6% |