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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 | $25,868 | $33,120-21.9% | $40,757-36.5% | $59,633-56.6% |
| Participation rate | 98.5% | 70.7%+27.8pp | 79.3%+19.2pp | 68.7%+29.8pp |
| Annual return | 2.45% | 1.43%+1.0pp | -0.50%+2.9pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,334 | $2,119-37.0% | $3,004-55.6% | $2,203-39.4% |
| Participant deferral / active EE | $2,547 | $2,513+1.4% | $3,485-26.9% | $3,192-20.2% |
| Admin fee / account holder | $1,043 | $2,449-57.4% | $4,272-75.6% | $4,297-75.7% |