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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 | $46,162 | $136,307-66.1% | $106,619-56.7% | $273,972-83.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.23% | 11.05%-6.8pp | 9.42%-5.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,726 | $5,190-66.7% | $3,947-56.3% | $4,869-64.5% |
| Participant deferral / active EE | $9,000 | $4,969+81.1% | $3,930+129.0% | $5,287+70.2% |
| Admin fee / account holder | $303 | $8,625-96.5% | $6,418-95.3% | $10,133-97.0% |