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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 | $23,080 | $40,275-42.7% | $57,356-59.8% | $59,633-61.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.15% | 27.52%-28.7pp | 24.41%-25.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,182 | $1,921-38.5% | $2,689-56.0% | $2,203-46.3% |
| Participant deferral / active EE | $1,806 | $2,400-24.7% | $3,162-42.9% | $3,192-43.4% |
| Admin fee / account holder | $2,104 | $2,820-25.4% | $3,357-37.3% | $4,297-51.0% |