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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 | $24,786 | $65,712-62.3% | $57,196-56.7% | $273,972-91.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.62% | 22.01%-14.4pp | 14.59%-7.0pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,696 | $3,280+12.7% | $2,683+37.8% | $4,869-24.1% |
| Participant deferral / active EE | $3,701 | $3,782-2.1% | $3,096+19.5% | $5,287-30.0% |
| Admin fee / account holder | $785 | $4,838-83.8% | $3,141-75.0% | $10,133-92.3% |