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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 | $27,605 | $48,337-42.9% | $67,560-59.1% | $80,959-65.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.75% | 18.26%-3.5pp | 3533.50%-3518.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $2,026 | $2,023+0.2% | $2,737-26.0% | $2,757-26.5% |
| Participant deferral / active EE | $3,599 | $2,928+22.9% | $4,004-10.1% | $4,300-16.3% |
| Admin fee / account holder | $2,461 | $3,695-33.4% | $3,994-38.4% | $6,925-64.5% |