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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 | $14,251 | $65,712-78.3% | $57,196-75.1% | $273,972-94.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.71% | 22.01%-14.3pp | 14.59%-6.9pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,459 | $3,280-25.0% | $2,683-8.4% | $4,869-49.5% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $492 | $4,838-89.8% | $3,141-84.3% | $10,133-95.1% |