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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 | $23,787 | $47,848-50.3% | $81,473-70.8% | $70,126-66.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 25.66% | 27.25%-1.6pp | 38.78%-13.1pp | 73.15%-47.5pp |
| Employer contribution / active EE | $2,471 | $1,527+61.8% | $2,568-3.8% | $2,343+5.5% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $613 | $3,145-80.5% | $4,561-86.6% | $4,645-86.8% |