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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 | $22,980 | $78,690-70.8% | $161,489-85.8% | $87,485-73.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 17.21% | 32.74%-15.5pp | 89.72%-72.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,299 | $2,588-49.8% | $4,268-69.6% | $2,596-50.0% |
| Participant deferral / active EE | $1,729 | $3,311-47.8% | $5,630-69.3% | $4,274-59.5% |
| Admin fee / account holder | $678 | $6,724-89.9% | $16,006-95.8% | $7,775-91.3% |