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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 | $77,814-55.8% | $158,223-78.2% | $86,983-60.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.49% | 30.54%-14.1pp | 52.09%-35.6pp | 25.83%-9.3pp |
| Employer contribution / active EE | $1,447 | $2,592-44.2% | $4,109-64.8% | $2,584-44.0% |
| Participant deferral / active EE | $1,886 | $3,270-42.3% | $5,467-65.5% | $4,194-55.0% |
| Admin fee / account holder | $1,848 | $5,879-68.6% | $16,047-88.5% | $7,856-76.5% |