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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 | $44,502 | $39,132+13.7% | $57,196-22.2% | $62,881-29.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.15% | 9.24%-4.1pp | 14.59%-9.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,759 | $1,874-6.2% | $2,683-34.5% | $2,281-22.9% |
| Participant deferral / active EE | $2,380 | $2,374+0.2% | $3,096-23.1% | $3,203-25.7% |
| Admin fee / account holder | $400 | $2,594-84.6% | $3,141-87.3% | $4,296-90.7% |