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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 | $42,126 | $72,273-41.7% | $101,275-58.4% | $79,856-47.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 35.56% | 22.30%+13.3pp | 46.48%-10.9pp | 31.71%+3.8pp |
| Employer contribution / active EE | $4,141 | $2,691+53.9% | $3,660+13.1% | $2,471+67.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,094 | $4,401-75.2% | $5,948-81.6% | $5,306-79.4% |