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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 | $45,840 | $62,672-26.9% | $185,117-75.2% | $70,126-34.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 13.35% | 40.79%-27.4pp | 40.50%-27.1pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,698 | $1,753-3.1% | $4,182-59.4% | $2,343-27.5% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,168 | $3,932-19.4% | $8,159-61.2% | $4,645-31.8% |