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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 | $22,192 | $39,132-43.3% | $57,196-61.2% | $62,881-64.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.20% | 9.24%-4.0pp | 14.59%-9.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $813 | $1,874-56.6% | $2,683-69.7% | $2,281-64.3% |
| Participant deferral / active EE | $1,185 | $2,374-50.1% | $3,096-61.7% | $3,203-63.0% |
| Admin fee / account holder | $354 | $2,594-86.3% | $3,141-88.7% | $4,296-91.8% |