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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 | $29,659 | $58,627-49.4% | $76,735-61.3% | $82,448-64.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 17.37% | 39.10%-21.7pp | 29.77%-12.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,648 | $1,729+53.1% | $2,454+7.9% | $2,551+3.8% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $977 | $5,323-81.6% | $7,189-86.4% | $7,234-86.5% |