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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 | $22,978 | $153,311-85.0% | $109,313-79.0% | $273,972-91.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 18.44% | 29.86%-11.4pp | 22.07%-3.6pp | 41.46%-23.0pp |
| Employer contribution / active EE | $792 | $5,619-85.9% | $3,892-79.7% | $4,869-83.7% |
| Participant deferral / active EE | $1,587 | $3,932-59.6% | $3,166-49.9% | $5,287-70.0% |
| Admin fee / account holder | $1,548 | $8,076-80.8% | $5,666-72.7% | $10,133-84.7% |