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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 | $27,733 | $57,119-51.4% | $85,187-67.4% | $80,935-65.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 15.36% | 21.70%-6.3pp | 66.67%-51.3pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,292 | $1,802-28.3% | $2,732-52.7% | $2,757-53.1% |
| Participant deferral / active EE | $1,292 | $3,115-58.5% | $4,525-71.5% | $4,299-70.0% |
| Admin fee / account holder | $767 | $4,990-84.6% | $6,162-87.5% | $6,924-88.9% |