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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 | $24,060 | $48,078-50.0% | $78,676-69.4% | $62,881-61.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.92% | 31.36%-20.4pp | 62.19%-51.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,248 | $2,015-38.0% | $2,850-56.2% | $2,281-45.3% |
| Participant deferral / active EE | $1,481 | $2,587-42.8% | $3,517-57.9% | $3,203-53.8% |
| Admin fee / account holder | $1,349 | $3,206-57.9% | $4,510-70.1% | $4,296-68.6% |