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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 | $44,319 | $51,604-14.1% | $129,295-65.7% | $80,874-45.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 12.30% | 20.76%-8.5pp | 9429.28%-9417.0pp | 35.62%-23.3pp |
| Employer contribution / active EE | $894 | $1,585-43.6% | $4,157-78.5% | $2,756-67.5% |
| Participant deferral / active EE | $1,675 | $2,670-37.3% | $4,169-59.8% | $4,297-61.0% |
| Admin fee / account holder | $1,828 | $4,310-57.6% | $7,665-76.2% | $6,935-73.6% |