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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 | $31,328 | $40,275-22.2% | $57,356-45.4% | $59,633-47.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.69% | 27.52%-26.8pp | 24.41%-23.7pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $831 | $1,921-56.8% | $2,689-69.1% | $2,203-62.3% |
| Participant deferral / active EE | $2,659 | $2,400+10.8% | $3,162-15.9% | $3,192-16.7% |
| Admin fee / account holder | $7,618 | $2,820+170.1% | $3,357+126.9% | $4,297+77.3% |