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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 | $35,458 | $95,762-63.0% | $379,746-90.7% | $79,852-55.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 14.27% | 18.26%-4.0pp | 34.90%-20.6pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,666 | $2,695-38.2% | $3,540-52.9% | $2,471-32.6% |
| Participant deferral / active EE | $2,498 | $4,705-46.9% | $6,024-58.5% | $3,740-33.2% |
| Admin fee / account holder | $931 | $6,745-86.2% | $7,927-88.3% | $5,306-82.5% |