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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 | $41,782 | $84,236-50.4% | $170,435-75.5% | $70,126-40.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.68% | 23.06%-7.4pp | 205.94%-190.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,213 | $3,387-34.7% | $5,432-59.3% | $2,343-5.5% |
| Participant deferral / active EE | $6,741 | $3,086+118.5% | $4,939+36.5% | $3,332+102.3% |
| Admin fee / account holder | $704 | $5,698-87.6% | $13,881-94.9% | $4,645-84.8% |