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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 | $38,906 | $81,358-52.2% | $155,556-75.0% | $80,959-51.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.04% | 33.39%-19.3pp | 64.84%-50.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,164 | $3,106+34.1% | $4,675-10.9% | $2,757+51.0% |
| Participant deferral / active EE | $3,816 | $3,455+10.4% | $5,631-32.2% | $4,300-11.3% |
| Admin fee / account holder | $1,234 | $7,994-84.6% | $15,885-92.2% | $6,925-82.2% |