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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 | $19,844 | $86,050-76.9% | $189,758-89.5% | $94,015-78.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.41% | 17.77%-3.4pp | 52.62%-38.2pp | 17.84%-3.4pp |
| Employer contribution / active EE | $3,043 | $2,819+7.9% | $4,767-36.2% | $2,790+9.1% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,836 | $6,627-72.3% | $20,388-91.0% | $8,951-79.5% |