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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 | $24,857 | $151,427-83.6% | $112,860-78.0% | $154,746-83.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 12.13% | 30.95%-18.8pp | 35.26%-23.1pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,667 | $2,750-39.4% | $2,206-24.4% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $339 | $7,369-95.4% | $6,841-95.0% | $14,365-97.6% |