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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 | $29,652 | $78,425-62.2% | $95,956-69.1% | $79,858-62.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.00% | 19.37%-2.4pp | 91.63%-74.6pp | 31.72%-14.7pp |
| Employer contribution / active EE | $843 | $1,945-56.7% | $2,541-66.8% | $2,471-65.9% |
| Participant deferral / active EE | $3,384 | $3,440-1.6% | $4,167-18.8% | $3,740-9.5% |
| Admin fee / account holder | $1,147 | $5,622-79.6% | $6,797-83.1% | $5,306-78.4% |