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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 | $8,766 | $57,119-84.7% | $85,187-89.7% | $80,935-89.2% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.50% | 21.70%-7.2pp | 66.67%-52.2pp | 35.66%-21.2pp |
| Employer contribution / active EE | $596 | $1,802-66.9% | $2,732-78.2% | $2,757-78.4% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $599 | $4,990-88.0% | $6,162-90.3% | $6,924-91.3% |