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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 | $28,730 | $64,311-55.3% | $57,356-49.9% | $125,389-77.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.70% | 25.14%-24.4pp | 24.41%-23.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $505 | $3,193-84.2% | $2,689-81.2% | $4,866-89.6% |
| Participant deferral / active EE | $1,392 | $3,846-63.8% | $3,162-56.0% | $5,352-74.0% |
| Admin fee / account holder | $371 | $5,243-92.9% | $3,357-89.0% | $9,541-96.1% |