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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 | $64,512 | $49,239+31.0% | $70,462-8.4% | $79,858-19.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.55% | 30.08%-22.5pp | 109.08%-101.5pp | 31.72%-24.2pp |
| Employer contribution / active EE | $752 | $2,100-64.2% | $2,737-72.5% | $2,471-69.6% |
| Participant deferral / active EE | $2,093 | $2,769-24.4% | $3,710-43.6% | $3,740-44.1% |
| Admin fee / account holder | $1,939 | $2,876-32.6% | $3,845-49.6% | $5,306-63.5% |