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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 | $85,647 | $104,650-18.2% | $83,854+2.1% | $155,188-44.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 1.32% | 28.97%-27.7pp | 31.39%-30.1pp | 148.84%-147.5pp |
| Employer contribution / active EE | $1,100 | $1,196-8.1% | $1,017+8.1% | $4,248-74.1% |
| Participant deferral / active EE | $1,850 | $2,367-21.8% | $2,035-9.1% | $6,531-71.7% |
| Admin fee / account holder | $2,529 | $3,518-28.1% | $3,197-20.9% | $14,480-82.5% |