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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 | $32,336 | $87,733-63.1% | $106,551-69.7% | $85,856-62.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 11.22% | 21.86%-10.6pp | 26.80%-15.6pp | 318.58%-307.4pp |
| Employer contribution / active EE | $1,592 | $2,073-23.2% | $2,819-43.5% | $2,565-37.9% |
| Participant deferral / active EE | $3,181 | $3,469-8.3% | $4,398-27.7% | $3,952-19.5% |
| Admin fee / account holder | $347 | $6,767-94.9% | $7,408-95.3% | $6,261-94.5% |