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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 | $27,785 | $46,877-40.7% | $122,354-77.3% | $70,126-60.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 27.12% | 24.22%+2.9pp | 30.28%-3.2pp | 73.15%-46.0pp |
| Employer contribution / active EE | $484 | $1,288-62.4% | $4,051-88.1% | $2,343-79.3% |
| Participant deferral / active EE | $5,842 | $2,167+169.6% | $3,287+77.7% | $3,332+75.3% |
| Admin fee / account holder | $6,622 | $3,324+99.2% | $5,479+20.9% | $4,645+42.5% |