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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 | $95,453-48.9% | $112,040-56.5% | $82,448-40.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.07% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,354 | $2,318-41.6% | $2,954-54.2% | $2,551-46.9% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,630 | $9,013-81.9% | $12,098-86.5% | $7,234-77.5% |