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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 | $17,787 | $43,344-59.0% | $59,899-70.3% | $64,173-72.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 3.04% | -1.55%+4.6pp | 3.46%-0.4pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,000 | $2,030-50.7% | $2,723-63.3% | $2,381-58.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,048 | $3,008-65.2% | $3,592-70.8% | $4,887-78.6% |