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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 | $24,228 | $45,050-46.2% | $63,018-61.6% | $70,126-65.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 23.59% | 18.76%+4.8pp | 87.62%-64.0pp | 73.15%-49.6pp |
| Employer contribution / active EE | $1,461 | $2,052-28.8% | $2,761-47.1% | $2,343-37.6% |
| Participant deferral / active EE | $1,257 | $2,466-49.0% | $3,330-62.2% | $3,332-62.3% |
| Admin fee / account holder | $2,969 | $2,834+4.8% | $3,601-17.5% | $4,645-36.1% |