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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 | $13,160 | $65,685-80.0% | $57,181-77.0% | $273,968-95.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.23% | 21.99%-12.8pp | 14.59%-5.4pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,538 | $3,279-53.1% | $2,682-42.7% | $4,869-68.4% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $845 | $4,835-82.5% | $3,139-73.1% | $10,132-91.7% |