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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 | $44,422 | $68,880-35.5% | $120,580-63.2% | $80,959-45.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 10.95% | 23.68%-12.7pp | 107.48%-96.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $7,296 | $2,066+253.1% | $3,469+110.3% | $2,757+164.6% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,843 | $5,785-50.9% | $9,418-69.8% | $6,925-59.0% |