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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 | $42,029 | $40,263+4.4% | $57,347-26.7% | $59,632-29.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.28% | 27.50%-25.2pp | 24.40%-22.1pp | 2041.32%-2039.0pp |
| Employer contribution / active EE | $1,756 | $1,922-8.6% | $2,689-34.7% | $2,203-20.3% |
| Participant deferral / active EE | $2,432 | $2,400+1.3% | $3,162-23.1% | $3,192-23.8% |
| Admin fee / account holder | $5,531 | $2,819+96.2% | $3,356+64.8% | $4,297+28.7% |