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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 | $21,756 | $56,060-61.2% | $76,002-71.4% | $80,874-73.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 36.15% | 20.54%+15.6pp | 360.07%-323.9pp | 35.62%+0.5pp |
| Employer contribution / active EE | $1,521 | $1,873-18.8% | $2,688-43.4% | $2,756-44.8% |
| Participant deferral / active EE | $3,043 | $3,051-0.3% | $4,257-28.5% | $4,297-29.2% |
| Admin fee / account holder | $2,832 | $5,237-45.9% | $6,414-55.8% | $6,935-59.2% |