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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 | $33,202 | $56,287-41.0% | $80,977-59.0% | $62,881-47.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 10.52% | 22.13%-11.6pp | 17.11%-6.6pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,795 | $1,943-7.6% | $3,715-51.7% | $2,281-21.3% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $642 | $3,742-82.8% | $5,517-88.4% | $4,296-85.1% |