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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 | $71,541 | $81,233-11.9% | $155,567-54.0% | $80,874-11.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.49% | 33.33%-18.8pp | 64.74%-50.2pp | 35.62%-21.1pp |
| Employer contribution / active EE | $2,001 | $3,101-35.5% | $4,674-57.2% | $2,756-27.4% |
| Participant deferral / active EE | $5,498 | $3,452+59.3% | $5,628-2.3% | $4,297+27.9% |
| Admin fee / account holder | $4,448 | $7,998-44.4% | $15,916-72.1% | $6,935-35.9% |