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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 | $31,834 | $49,249-35.4% | $70,476-54.8% | $79,852-60.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 6.02% | 30.09%-24.1pp | 109.12%-103.1pp | 31.72%-25.7pp |
| Employer contribution / active EE | $1,561 | $2,100-25.7% | $2,738-43.0% | $2,471-36.8% |
| Participant deferral / active EE | $4,351 | $2,769+57.1% | $3,710+17.3% | $3,740+16.3% |
| Admin fee / account holder | $1,945 | $2,878-32.4% | $3,847-49.4% | $5,306-63.3% |