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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 | $35,385 | $81,331-56.5% | $155,534-77.2% | $80,935-56.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.80% | 33.37%-21.6pp | 64.92%-53.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $761 | $3,105-75.5% | $4,675-83.7% | $2,757-72.4% |
| Participant deferral / active EE | $1,587 | $3,454-54.1% | $5,630-71.8% | $4,299-63.1% |
| Admin fee / account holder | $5,817 | $7,999-27.3% | $15,900-63.4% | $6,924-16.0% |