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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 | $116,167-78.6% | $64,489-61.5% | $137,256-81.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 12.13% | 36.55%-24.4pp | 55.03%-42.9pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,667 | $2,483-32.9% | $1,523+9.4% | $4,156-59.9% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $339 | $6,188-94.5% | $4,260-92.0% | $12,270-97.2% |