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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 | $48,743 | $97,550-50.0% | $120,344-59.5% | $87,485-44.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.07% | 18.41%-4.3pp | 20.30%-6.2pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,354 | $2,291-40.9% | $3,020-55.2% | $2,596-47.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,630 | $9,543-82.9% | $12,742-87.2% | $7,775-79.0% |