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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 | $24,763 | $103,957-76.2% | $69,182-64.2% | $273,968-91.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.68% | 35.28%-29.6pp | -21.94%+27.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,158 | $1,781-35.0% | $1,205-3.9% | $4,869-76.2% |
| Participant deferral / active EE | $1,268 | $2,716-53.3% | $1,896-33.2% | $5,287-76.0% |
| Admin fee / account holder | $1,449 | $3,671-60.5% | $2,697-46.3% | $10,132-85.7% |