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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 | $27,347 | $54,541-49.9% | $78,778-65.3% | $70,124-61.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.31% | 21.07%-8.8pp | 35.62%-23.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $741 | $1,089-31.9% | $1,986-62.7% | $2,342-68.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,215 | $3,709-67.2% | $5,134-76.3% | $4,645-73.8% |