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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 | $23,718 | $64,311-63.1% | $57,356-58.6% | $125,389-81.1% |
| Participation rate | 91.7% | 78.6%+13.0pp | 75.1%+16.6pp | 83.2%+8.5pp |
| Annual return | 1.28% | 25.14%-23.9pp | 24.41%-23.1pp | 282.24%-281.0pp |
| Employer contribution / active EE | $1,564 | $3,193-51.0% | $2,689-41.8% | $4,866-67.9% |
| Participant deferral / active EE | $2,871 | $3,846-25.3% | $3,162-9.2% | $5,352-46.3% |
| Admin fee / account holder | $602 | $5,243-88.5% | $3,357-82.1% | $9,541-93.7% |