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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 | $21,032 | $105,623-80.1% | $87,502-76.0% | $273,972-92.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.45% | 12.26%-4.8pp | 12.21%-4.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $911 | $3,141-71.0% | $2,550-64.3% | $4,869-81.3% |
| Participant deferral / active EE | $1,288 | $3,601-64.2% | $3,149-59.1% | $5,287-75.6% |
| Admin fee / account holder | $470 | $4,781-90.2% | $4,221-88.9% | $10,133-95.4% |