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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 | $27,978 | $55,457-49.6% | $77,361-63.8% | $94,015-70.2% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.88% | 15.57%-4.7pp | 1011.54%-1000.7pp | 17.84%-7.0pp |
| Employer contribution / active EE | $1,450 | $2,255-35.7% | $2,990-51.5% | $2,790-48.0% |
| Participant deferral / active EE | $2,231 | $3,069-27.3% | $3,911-43.0% | $4,249-47.5% |
| Admin fee / account holder | $2,487 | $4,334-42.6% | $5,894-57.8% | $8,951-72.2% |