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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 | $32,996 | $105,623-68.8% | $87,502-62.3% | $273,972-88.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 15.20% | 12.26%+2.9pp | 12.21%+3.0pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,866 | $3,141-40.6% | $2,550-26.8% | $4,869-61.7% |
| Participant deferral / active EE | $3,885 | $3,601+7.9% | $3,149+23.4% | $5,287-26.5% |
| Admin fee / account holder | $859 | $4,781-82.0% | $4,221-79.7% | $10,133-91.5% |