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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 | $47,045 | $54,541-13.7% | $78,778-40.3% | $70,126-32.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 13.92% | 21.07%-7.2pp | 35.62%-21.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $1,625 | $1,089+49.3% | $1,986-18.1% | $2,343-30.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,022 | $3,709+8.4% | $5,134-21.7% | $4,645-13.4% |