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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 | $48,887 | $45,050+8.5% | $63,018-22.4% | $70,126-30.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 20.95% | 18.76%+2.2pp | 87.62%-66.7pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,727 | $2,052-15.8% | $2,761-37.4% | $2,343-26.3% |
| Participant deferral / active EE | $2,330 | $2,466-5.5% | $3,330-30.0% | $3,332-30.1% |
| Admin fee / account holder | $8,546 | $2,834+201.5% | $3,601+137.3% | $4,645+84.0% |