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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 | $26,537 | $93,598-71.6% | $135,974-80.5% | $75,173-64.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.24% | 30.89%-12.6pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $1,720 | $3,538-51.4% | $4,859-64.6% | $2,671-35.6% |
| Participant deferral / active EE | $4,095 | $6,405-36.1% | $7,760-47.2% | $4,126-0.8% |
| Admin fee / account holder | $876 | $6,978-87.4% | $10,767-91.9% | $5,651-84.5% |