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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 | $51,432 | $72,492-29.1% | $87,102-41.0% | $72,983-29.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.30% | 24.46%+0.8pp | 28.19%-2.9pp | 81.01%-55.7pp |
| Employer contribution / active EE | $1,562 | $1,894-17.5% | $2,521-38.1% | $2,440-36.0% |
| Participant deferral / active EE | $2,341 | $3,270-28.4% | $4,048-42.2% | $3,608-35.1% |
| Admin fee / account holder | $2,037 | $5,055-59.7% | $7,491-72.8% | $5,124-60.3% |