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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 | $37,342 | $69,590-46.3% | $136,867-72.7% | $94,015-60.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 16.50% | 19.62%-3.1pp | 42.97%-26.5pp | 17.84%-1.3pp |
| Employer contribution / active EE | $988 | $2,396-58.8% | $3,547-72.2% | $2,790-64.6% |
| Participant deferral / active EE | $4,657 | $3,437+35.5% | $4,924-5.4% | $4,249+9.6% |
| Admin fee / account holder | $1,905 | $8,912-78.6% | $10,340-81.6% | $8,951-78.7% |