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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 | $61,615 | $72,273-14.7% | $101,275-39.2% | $79,856-22.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.16% | 22.30%-7.1pp | 46.48%-31.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $10,000 | $2,691+271.6% | $3,660+173.2% | $2,471+304.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $686 | $4,401-84.4% | $5,948-88.5% | $5,306-87.1% |