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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 | $138,718 | $669,896-79.3% | $1,774,173-92.2% | $669,896-79.3% |
| Participation rate | 75.0% | 90.5%-15.5pp | 62.5%+12.5pp | 90.5%-15.5pp |
| Annual return | 8.99% | 11.25%-2.3pp | 6.24%+2.7pp | 11.25%-2.3pp |
| Employer contribution / active EE | $0 | $23,407-100.0% | $2,162-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $8,500 | $8,339+1.9% | $4,309+97.2% | $8,339+1.9% |
| Admin fee / account holder | $1,064 | $52,310-98.0% | $7,644-86.1% | $52,310-98.0% |