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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 | $57,706 | $81,358-29.1% | $155,556-62.9% | $80,959-28.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.62% | 33.39%-19.8pp | 64.84%-51.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,486 | $3,106+12.2% | $4,675-25.4% | $2,757+26.4% |
| Participant deferral / active EE | $4,456 | $3,455+28.9% | $5,631-20.9% | $4,300+3.6% |
| Admin fee / account holder | $1,937 | $7,994-75.8% | $15,885-87.8% | $6,925-72.0% |