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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 | $32,428 | $60,349-46.3% | $74,184-56.3% | $62,881-48.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 16.34% | 21.38%-5.0pp | 17.74%-1.4pp | 20.14%-3.8pp |
| Employer contribution / active EE | $1,125 | $1,680-33.0% | $2,370-52.5% | $2,281-50.7% |
| Participant deferral / active EE | $2,032 | $2,856-28.9% | $3,550-42.8% | $3,203-36.6% |
| Admin fee / account holder | $396 | $4,261-90.7% | $5,586-92.9% | $4,296-90.8% |