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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 | $82,657 | $110,137-25.0% | $161,149-48.7% | $82,6370% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.06% | 20.69%-4.6pp | 21.16%-5.1pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,779 | $2,856-37.7% | $4,360-59.2% | $2,552-30.3% |
| Participant deferral / active EE | $5,606 | $4,575+22.6% | $6,153-8.9% | $4,126+35.9% |
| Admin fee / account holder | $2,918 | $9,467-69.2% | $15,194-80.8% | $7,339-60.2% |