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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 | $16,274 | $43,333-62.4% | $59,883-72.8% | $64,181-74.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 12.49% | -1.55%+14.0pp | 3.46%+9.0pp | 7.63%+4.9pp |
| Employer contribution / active EE | $3,177 | $2,029+56.5% | $2,722+16.7% | $2,381+33.4% |
| Participant deferral / active EE | $2,057 | $2,547-19.2% | $3,402-39.5% | $3,470-40.7% |
| Admin fee / account holder | $1,675 | $3,006-44.3% | $3,591-53.3% | $4,887-65.7% |