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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 | $50,554-44.7% | $67,681-58.7% | $87,485-68.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.88% | 17.81%-6.9pp | 590.58%-579.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $1,450 | $1,988-27.1% | $2,678-45.8% | $2,596-44.1% |
| Participant deferral / active EE | $2,231 | $2,961-24.7% | $3,976-43.9% | $4,274-47.8% |
| Admin fee / account holder | $2,487 | $4,132-39.8% | $6,100-59.2% | $7,775-68.0% |