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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 | $27,402 | $58,851-53.4% | $115,167-76.2% | $72,976-62.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 20.16% | 23.16%-3.0pp | 35.60%-15.4pp | 81.02%-60.9pp |
| Employer contribution / active EE | $1,283 | $1,798-28.6% | $3,179-59.6% | $2,440-47.4% |
| Participant deferral / active EE | $2,107 | $2,643-20.3% | $4,169-49.5% | $3,608-41.6% |
| Admin fee / account holder | $1,542 | $6,370-75.8% | $7,089-78.2% | $5,124-69.9% |