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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 | $33,281 | $81,457-59.1% | $103,378-67.8% | $80,911-58.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 21.03% | 25.58%-4.5pp | 24.91%-3.9pp | 35.63%-14.6pp |
| Employer contribution / active EE | $1,356 | $3,107-56.4% | $3,870-65.0% | $2,756-50.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $815 | $6,717-87.9% | $8,401-90.3% | $6,935-88.3% |