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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 | $42,211 | $86,922-51.4% | $102,438-58.8% | $80,874-47.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.63% | 18.90%-7.3pp | 29.37%-17.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $768 | $2,369-67.6% | $3,024-74.6% | $2,756-72.1% |
| Participant deferral / active EE | $3,534 | $4,119-14.2% | $5,054-30.1% | $4,297-17.8% |
| Admin fee / account holder | $2,803 | $8,050-65.2% | $9,448-70.3% | $6,935-59.6% |