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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 | $40,611 | $86,938-53.3% | $102,423-60.3% | $80,925-49.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.98% | 18.89%-4.9pp | 29.42%-15.4pp | 35.65%-21.7pp |
| Employer contribution / active EE | $13,134 | $2,369+454.4% | $3,023+334.5% | $2,756+376.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $676 | $8,053-91.6% | $9,455-92.9% | $6,940-90.3% |