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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 | $24,998 | $45,079-44.5% | $69,461-64.0% | $72,983-65.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.24% | 22.65%-1.4pp | 28.97%-7.7pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,047 | $2,055-49.0% | $2,779-62.3% | $2,440-57.1% |
| Participant deferral / active EE | $793 | $2,603-69.5% | $3,536-77.6% | $3,608-78.0% |
| Admin fee / account holder | $843 | $3,056-72.4% | $3,840-78.1% | $5,124-83.6% |