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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 | $67,439 | $87,166-22.6% | $76,735-12.1% | $137,256-50.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 23.45% | 26.50%-3.0pp | 29.77%-6.3pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,619 | $2,904-9.8% | $2,454+6.7% | $4,156-37.0% |
| Participant deferral / active EE | $6,280 | $4,726+32.9% | $4,088+53.6% | $6,407-2.0% |
| Admin fee / account holder | $2,322 | $8,403-72.4% | $7,189-67.7% | $12,270-81.1% |