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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 | $28,936 | $73,978-60.9% | $96,515-70.0% | $75,173-61.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.36% | 26.72%-9.4pp | 35.73%-18.4pp | 160.72%-143.4pp |
| Employer contribution / active EE | $2,179 | $2,931-25.6% | $3,740-41.7% | $2,671-18.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,663 | $5,219-68.1% | $6,735-75.3% | $5,651-70.6% |