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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 | $81,358-12.1% | $155,556-54.0% | $80,959-11.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.49% | 33.39%-18.9pp | 64.84%-50.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,001 | $3,106-35.6% | $4,675-57.2% | $2,757-27.4% |
| Participant deferral / active EE | $5,498 | $3,455+59.1% | $5,631-2.4% | $4,300+27.8% |
| Admin fee / account holder | $4,448 | $7,994-44.4% | $15,885-72.0% | $6,925-35.8% |