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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 | $26,047 | $73,863-64.7% | $143,797-81.9% | $68,490-62.0% |
| Participation rate | 88.6% | 66.7%+22.0pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | 14.04% | 0.91%+13.1pp | -0.04%+14.1pp | -7.85%+21.9pp |
| Employer contribution / active EE | $455 | $3,185-85.7% | $4,952-90.8% | $2,597-82.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $935 | $5,756-83.8% | $14,679-93.6% | $5,403-82.7% |