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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 | $28,987 | $52,911-45.2% | $73,309-60.5% | $59,633-51.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 8.28% | 12.20%-3.9pp | 5.67%+2.6pp | 2041.40%-2033.1pp |
| Employer contribution / active EE | $3,846 | $1,909+101.5% | $3,237+18.8% | $2,203+74.6% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $907 | $3,835-76.4% | $5,635-83.9% | $4,297-78.9% |