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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 | $20,182 | $64,307-68.6% | $57,349-64.8% | $125,388-83.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.57% | 25.14%-23.6pp | 24.40%-22.8pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,152 | $3,193-63.9% | $2,689-57.2% | $4,866-76.3% |
| Participant deferral / active EE | $1,761 | $3,847-54.2% | $3,162-44.3% | $5,352-67.1% |
| Admin fee / account holder | $6,225 | $5,242+18.8% | $3,356+85.5% | $9,541-34.8% |