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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 | $23,357 | $87,166-73.2% | $76,735-69.6% | $137,256-83.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.58% | 26.50%-9.9pp | 29.77%-13.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,485 | $2,904-14.4% | $2,454+1.3% | $4,156-40.2% |
| Participant deferral / active EE | $5,770 | $4,726+22.1% | $4,088+41.1% | $6,407-9.9% |
| Admin fee / account holder | $2,954 | $8,403-64.9% | $7,189-58.9% | $12,270-75.9% |