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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 | $28,656 | $77,419-63.0% | $69,461-58.7% | $152,885-81.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.87% | 39.07%-21.2pp | 28.97%-11.1pp | 345.39%-327.5pp |
| Employer contribution / active EE | $1,435 | $3,315-56.7% | $2,779-48.4% | $4,763-69.9% |
| Participant deferral / active EE | $2,222 | $4,414-49.7% | $3,536-37.2% | $5,851-62.0% |
| Admin fee / account holder | $1,709 | $6,207-72.5% | $3,840-55.5% | $11,598-85.3% |