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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 | $15,611 | $81,358-80.8% | $155,556-90.0% | $80,959-80.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.76% | 33.39%-13.6pp | 64.84%-45.1pp | 35.67%-15.9pp |
| Employer contribution / active EE | $2,061 | $3,106-33.6% | $4,675-55.9% | $2,757-25.2% |
| Participant deferral / active EE | $2,852 | $3,455-17.5% | $5,631-49.4% | $4,300-33.7% |
| Admin fee / account holder | $829 | $7,994-89.6% | $15,885-94.8% | $6,925-88.0% |