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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 | $28,703 | $67,602-57.5% | $82,312-65.1% | $70,126-59.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.33% | 21.57%-9.2pp | 25.88%-13.5pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,290 | $1,755-26.5% | $2,428-46.9% | $2,343-44.9% |
| Participant deferral / active EE | $1,897 | $2,987-36.5% | $3,706-48.8% | $3,332-43.1% |
| Admin fee / account holder | $567 | $4,512-87.4% | $5,608-89.9% | $4,645-87.8% |