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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 | $23,789 | $45,087-47.2% | $69,483-65.8% | $72,976-67.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.65% | 22.67%-6.0pp | 28.99%-12.3pp | 81.02%-64.4pp |
| Employer contribution / active EE | $1,506 | $2,055-26.7% | $2,780-45.8% | $2,440-38.3% |
| Participant deferral / active EE | $1,066 | $2,603-59.0% | $3,537-69.9% | $3,608-70.5% |
| Admin fee / account holder | $703 | $3,057-77.0% | $3,841-81.7% | $5,124-86.3% |