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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 | $26,781 | $81,476-67.1% | $102,383-73.8% | $80,925-66.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 29.14% | 25.59%+3.5pp | 24.94%+4.2pp | 35.65%-6.5pp |
| Employer contribution / active EE | $1,477 | $3,105-52.4% | $3,870-61.8% | $2,756-46.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,890 | $6,717-42.1% | $8,391-53.6% | $6,940-43.9% |