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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 | $53,901 | $58,851-8.4% | $115,170-53.2% | $72,975-26.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 22.06% | 23.16%-1.1pp | 35.60%-13.5pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,042 | $1,798-42.1% | $3,179-67.2% | $2,440-57.3% |
| Participant deferral / active EE | $1,658 | $2,643-37.3% | $4,169-60.2% | $3,608-54.0% |
| Admin fee / account holder | $563 | $6,370-91.2% | $7,089-92.1% | $5,124-89.0% |