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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 | $42,397 | $110,303-61.6% | $95,759-55.7% | $139,487-69.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.71% | 27.19%-6.5pp | 28.42%-7.7pp | 373.84%-353.1pp |
| Employer contribution / active EE | $1,023 | $3,261-68.6% | $2,836-63.9% | $4,755-78.5% |
| Participant deferral / active EE | $2,589 | $4,674-44.6% | $4,244-39.0% | $6,713-61.4% |
| Admin fee / account holder | $577 | $6,615-91.3% | $5,678-89.8% | $11,407-94.9% |