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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 | $34,009 | $53,777-36.8% | $134,155-74.6% | $79,858-57.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.31% | 19.01%-3.7pp | 36.34%-21.0pp | 31.72%-16.4pp |
| Employer contribution / active EE | $1,075 | $1,321-18.6% | $3,705-71.0% | $2,471-56.5% |
| Participant deferral / active EE | $1,083 | $2,420-55.3% | $3,500-69.1% | $3,740-71.1% |
| Admin fee / account holder | $1,228 | $3,984-69.2% | $6,685-81.6% | $5,306-76.8% |