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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 | $27,293 | $90,486-69.8% | $78,676-65.3% | $273,972-90.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.62% | 75.62%-70.0pp | 62.19%-56.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,330 | $3,175-26.6% | $2,850-18.3% | $4,869-52.1% |
| Participant deferral / active EE | $999 | $3,901-74.4% | $3,517-71.6% | $5,287-81.1% |
| Admin fee / account holder | $698 | $5,263-86.7% | $4,510-84.5% | $10,133-93.1% |