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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 | $54,714 | $95,453-42.7% | $112,040-51.2% | $82,448-33.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.30% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,397 | $2,318-39.7% | $2,954-52.7% | $2,551-45.3% |
| Participant deferral / active EE | $2,206 | $4,224-47.8% | $5,098-56.7% | $4,139-46.7% |
| Admin fee / account holder | $1,921 | $9,013-78.7% | $12,098-84.1% | $7,234-73.4% |