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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 | $27,643 | $56,110-50.7% | $94,993-70.9% | $70,124-60.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 12.98% | 51.02%-38.0pp | 27.14%-14.2pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,928 | $1,442+33.7% | $2,603-25.9% | $2,342-17.7% |
| Participant deferral / active EE | $4,230 | $2,391+76.9% | $3,317+27.5% | $3,332+27.0% |
| Admin fee / account holder | $2,386 | $3,456-31.0% | $4,960-51.9% | $4,645-48.6% |