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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 | $57,761 | $69,590-17.0% | $136,867-57.8% | $94,015-38.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 13.67% | 19.62%-5.9pp | 42.97%-29.3pp | 17.84%-4.2pp |
| Employer contribution / active EE | $3,621 | $2,396+51.1% | $3,547+2.1% | $2,790+29.8% |
| Participant deferral / active EE | $3,086 | $3,437-10.2% | $4,924-37.3% | $4,249-27.4% |
| Admin fee / account holder | $5,882 | $8,912-34.0% | $10,340-43.1% | $8,951-34.3% |