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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 | $46,184 | $86,940-46.9% | $102,434-54.9% | $80,935-42.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.96% | 18.89%-4.9pp | 29.46%-15.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $1,773 | $2,370-25.2% | $3,023-41.3% | $2,757-35.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $682 | $8,047-91.5% | $9,462-92.8% | $6,924-90.2% |