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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 | $34,415 | $75,541-54.4% | $152,093-77.4% | $82,637-58.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.49% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,447 | $2,622-44.8% | $4,175-65.3% | $2,552-43.3% |
| Participant deferral / active EE | $1,886 | $3,206-41.2% | $5,451-65.4% | $4,126-54.3% |
| Admin fee / account holder | $1,848 | $6,405-71.1% | $14,497-87.3% | $7,339-74.8% |