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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 | $37,980 | $52,911-28.2% | $73,309-48.2% | $59,633-36.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 0.68% | 12.20%-11.5pp | 5.67%-5.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $1,216 | $1,909-36.3% | $3,237-62.4% | $2,203-44.8% |
| Participant deferral / active EE | $3,365 | $4,069-17.3% | $4,991-32.6% | $3,192+5.4% |
| Admin fee / account holder | $525 | $3,835-86.3% | $5,635-90.7% | $4,297-87.8% |