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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 | $21,039 | $58,512-64.0% | $84,020-75.0% | $72,983-71.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.21% | 28.93%-7.7pp | 71.31%-50.1pp | 81.01%-59.8pp |
| Employer contribution / active EE | $2,316 | $1,163+99.1% | $1,984+16.8% | $2,440-5.1% |
| Participant deferral / active EE | $2,770 | $2,394+15.7% | $3,239-14.5% | $3,608-23.2% |
| Admin fee / account holder | $3,094 | $4,569-32.3% | $6,101-49.3% | $5,124-39.6% |