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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 | $35,098 | $51,708-32.1% | $106,619-67.1% | $62,881-44.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 6.44% | 4.69%+1.8pp | 9.42%-3.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,667 | $1,764-5.5% | $3,947-57.8% | $2,281-26.9% |
| Participant deferral / active EE | $1,366 | $2,315-41.0% | $3,930-65.2% | $3,203-57.4% |
| Admin fee / account holder | $533 | $3,349-84.1% | $6,418-91.7% | $4,296-87.6% |