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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 | $40,703 | $57,828-29.6% | $117,039-65.2% | $70,126-42.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.08% | 17.55%-4.5pp | 18.95%-5.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $806 | $1,816-55.6% | $3,785-78.7% | $2,343-65.6% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,241 | $3,548-36.9% | $5,974-62.5% | $4,645-51.8% |