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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 | $17,726 | $49,255-64.0% | $70,494-74.9% | $79,856-77.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 28.46% | 30.10%-1.6pp | 109.16%-80.7pp | 31.71%-3.3pp |
| Employer contribution / active EE | $1,131 | $2,100-46.1% | $2,738-58.7% | $2,471-54.2% |
| Participant deferral / active EE | $3,765 | $2,768+36.0% | $3,711+1.5% | $3,741+0.6% |
| Admin fee / account holder | $2,338 | $2,879-18.8% | $3,848-39.2% | $5,306-55.9% |