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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 | $5,539 | $37,156-85.1% | $83,854-93.4% | $86,983-93.6% |
| Participation rate | 100.0% | 49.1%+50.9pp | 59.1%+40.9pp | 69.5%+30.5pp |
| Annual return | 21.73% | 29.88%-8.1pp | 31.39%-9.7pp | 25.83%-4.1pp |
| Employer contribution / active EE | $953 | $661+44.2% | $1,017-6.3% | $2,584-63.1% |
| Participant deferral / active EE | $2,159 | $1,418+52.2% | $2,035+6.1% | $4,194-48.5% |
| Admin fee / account holder | $481 | $2,510-80.8% | $3,197-85.0% | $7,856-93.9% |