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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 | $21,235 | $56,054-62.1% | $171,082-87.6% | $62,881-66.2% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.01% | 22.52%-16.5pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $740 | $1,731-57.3% | $4,002-81.5% | $2,281-67.6% |
| Participant deferral / active EE | $1,296 | $3,158-59.0% | $4,797-73.0% | $3,203-59.5% |
| Admin fee / account holder | $7,666 | $3,647+110.2% | $8,520-10.0% | $4,296+78.5% |