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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 | $35,635 | $64,920-45.1% | $103,693-65.6% | $86,983-59.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.15% | 30.29%-18.1pp | 47.61%-35.5pp | 25.83%-13.7pp |
| Employer contribution / active EE | $1,958 | $2,141-8.5% | $2,920-32.9% | $2,584-24.2% |
| Participant deferral / active EE | $3,389 | $3,241+4.6% | $4,579-26.0% | $4,194-19.2% |
| Admin fee / account holder | $979 | $6,191-84.2% | $7,858-87.5% | $7,856-87.5% |