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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 | $81,233-52.1% | $155,567-75.0% | $80,874-51.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.04% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $4,164 | $3,101+34.3% | $4,674-10.9% | $2,756+51.1% |
| Participant deferral / active EE | $3,816 | $3,452+10.6% | $5,628-32.2% | $4,297-11.2% |
| Admin fee / account holder | $1,234 | $7,998-84.6% | $15,916-92.2% | $6,935-82.2% |