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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 | $21,481 | $40,275-46.7% | $57,356-62.5% | $59,633-64.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.99% | 27.52%-29.5pp | 24.41%-26.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,772 | $1,921-7.8% | $2,689-34.1% | $2,203-19.6% |
| Participant deferral / active EE | $1,568 | $2,400-34.7% | $3,162-50.4% | $3,192-50.9% |
| Admin fee / account holder | $1,226 | $2,820-56.5% | $3,357-63.5% | $4,297-71.5% |