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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 | $28,913 | $71,197-59.4% | $93,669-69.1% | $80,925-64.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.74% | 11.27%+2.5pp | 133.59%-119.9pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,434 | $1,565-8.3% | $2,424-40.8% | $2,756-48.0% |
| Participant deferral / active EE | $2,467 | $4,036-38.9% | $4,416-44.1% | $4,299-42.6% |
| Admin fee / account holder | $1,615 | $6,959-76.8% | $8,291-80.5% | $6,940-76.7% |