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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 | $32,134 | $52,379-38.6% | $46,225-30.5% | $273,972-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 8.23% | 7.23%+1.0pp | 7.57%+0.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,533 | $4,226-16.4% | $3,424+3.2% | $4,869-27.4% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $315 | $4,652-93.2% | $3,519-91.1% | $10,133-96.9% |