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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 | $41,783 | $76,834-45.6% | $108,359-61.4% | $87,485-52.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 17.40% | 19.09%-1.7pp | 36.89%-19.5pp | 26.06%-8.7pp |
| Employer contribution / active EE | $2,006 | $1,556+28.9% | $2,399-16.4% | $2,596-22.8% |
| Participant deferral / active EE | $2,639 | $3,100-14.9% | $4,137-36.2% | $4,274-38.3% |
| Admin fee / account holder | $932 | $6,537-85.7% | $9,741-90.4% | $7,775-88.0% |