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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 | $42,469 | $87,166-51.3% | $76,735-44.7% | $137,256-69.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.77% | 26.50%-12.7pp | 29.77%-16.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,390 | $2,904-17.7% | $2,454-2.6% | $4,156-42.5% |
| Participant deferral / active EE | $15,500 | $4,726+228.0% | $4,088+279.2% | $6,407+141.9% |
| Admin fee / account holder | $513 | $8,403-93.9% | $7,189-92.9% | $12,270-95.8% |