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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 | $24,777 | $46,599-46.8% | $64,101-61.3% | $75,173-67.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.61% | 26.06%-6.5pp | 33.72%-14.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $2,250 | $1,975+13.9% | $2,749-18.2% | $2,671-15.8% |
| Participant deferral / active EE | $2,347 | $2,837-17.3% | $3,881-39.5% | $4,126-43.1% |
| Admin fee / account holder | $888 | $2,956-70.0% | $3,070-71.1% | $5,651-84.3% |