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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 | $31,009 | $58,851-47.3% | $115,167-73.1% | $72,976-57.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 17.18% | 23.16%-6.0pp | 35.60%-18.4pp | 81.02%-63.8pp |
| Employer contribution / active EE | $2,142 | $1,798+19.1% | $3,179-32.6% | $2,440-12.2% |
| Participant deferral / active EE | $2,153 | $2,643-18.5% | $4,169-48.4% | $3,608-40.3% |
| Admin fee / account holder | $919 | $6,370-85.6% | $7,089-87.0% | $5,124-82.1% |