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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 | $152,187 | $105,623+44.1% | $87,502+73.9% | $273,972-44.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.31% | 12.26%-6.0pp | 12.21%-5.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,500 | $3,141-52.2% | $2,550-41.2% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,487 | $4,781+77.5% | $4,221+101.1% | $10,133-16.2% |