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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 | $47,897 | $64,359-25.6% | $90,161-46.9% | $70,126-31.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.11% | 28.13%-3.0pp | 34.89%-9.8pp | 73.15%-48.0pp |
| Employer contribution / active EE | $3,243 | $2,046+58.5% | $3,318-2.3% | $2,343+38.5% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,357 | $3,945-65.6% | $5,943-77.2% | $4,645-70.8% |