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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 | $32,688 | $101,795-67.9% | $165,100-80.2% | $80,959-59.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.05% | 16.73%-4.7pp | 70.21%-58.2pp | 35.67%-23.6pp |
| Employer contribution / active EE | $8,192 | $2,954+177.3% | $4,348+88.4% | $2,757+197.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $786 | $8,221-90.4% | $12,696-93.8% | $6,925-88.6% |