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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 | $19,596 | $45,043-56.5% | $63,005-68.9% | $70,124-72.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.83% | 18.76%-2.9pp | 87.59%-71.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,502 | $2,052-26.8% | $2,760-45.6% | $2,342-35.9% |
| Participant deferral / active EE | $1,187 | $2,466-51.8% | $3,329-64.3% | $3,332-64.4% |
| Admin fee / account holder | $3,561 | $2,833+25.7% | $3,599-1.1% | $4,645-23.4% |