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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 | $51,638-14.2% | $129,406-65.8% | $80,959-45.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.30% | 20.78%-8.5pp | 9468.18%-9455.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $894 | $1,584-43.5% | $4,155-78.5% | $2,757-67.6% |
| Participant deferral / active EE | $1,675 | $2,670-37.3% | $4,167-59.8% | $4,300-61.0% |
| Admin fee / account holder | $1,828 | $4,313-57.6% | $7,689-76.2% | $6,925-73.6% |