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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 | $51,511 | $62,592-17.7% | $85,709-39.9% | $85,847-40.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.14% | 23.77%-12.6pp | 21.49%-10.4pp | 318.61%-307.5pp |
| Employer contribution / active EE | $1,923 | $1,755+9.5% | $2,619-26.6% | $2,565-25.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,885 | $4,643-16.3% | $6,876-43.5% | $6,261-37.9% |