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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 | $31,939 | $65,712-51.4% | $57,196-44.2% | $273,972-88.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.23% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,083 | $3,782+34.4% | $3,096+64.2% | $5,287-3.9% |
| Admin fee / account holder | $364 | $4,838-92.5% | $3,141-88.4% | $10,133-96.4% |