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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 | $48,901 | $58,099-15.8% | $76,902-36.4% | $75,177-35.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.07% | 26.71%-11.6pp | 37.91%-22.8pp | 160.75%-145.7pp |
| Employer contribution / active EE | $1,994 | $1,996-0.1% | $2,534-21.3% | $2,671-25.4% |
| Participant deferral / active EE | $2,085 | $2,999-30.5% | $3,833-45.6% | $4,126-49.5% |
| Admin fee / account holder | $3,612 | $4,778-24.4% | $5,479-34.1% | $5,651-36.1% |