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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 | $26,608 | $48,327-44.9% | $67,575-60.6% | $80,935-67.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 16.83% | 18.31%-1.5pp | 3528.98%-3512.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,589 | $2,022-21.4% | $2,736-41.9% | $2,757-42.4% |
| Participant deferral / active EE | $2,226 | $2,927-24.0% | $4,003-44.4% | $4,299-48.2% |
| Admin fee / account holder | $656 | $3,692-82.2% | $3,993-83.6% | $6,924-90.5% |