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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 | $37,563 | $40,275-6.7% | $57,356-34.5% | $59,633-37.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.28% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $1,483 | $1,921-22.8% | $2,689-44.8% | $2,203-32.7% |
| Participant deferral / active EE | $4,661 | $2,400+94.2% | $3,162+47.4% | $3,192+46.1% |
| Admin fee / account holder | $1,271 | $2,820-54.9% | $3,357-62.1% | $4,297-70.4% |