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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 | $34,345 | $81,331-57.8% | $155,534-77.9% | $80,935-57.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.12% | 33.37%-17.2pp | 64.92%-48.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,891 | $3,105-39.1% | $4,675-59.5% | $2,757-31.4% |
| Participant deferral / active EE | $4,192 | $3,454+21.4% | $5,630-25.5% | $4,299-2.5% |
| Admin fee / account holder | $3,582 | $7,999-55.2% | $15,900-77.5% | $6,924-48.3% |