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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 | $33,085 | $110,337-70.0% | $102,383-67.7% | $145,877-77.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 24.83%-13.9pp | 24.94%-14.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,956 | $4,216-53.6% | $3,870-49.5% | $4,663-58.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $573 | $9,750-94.1% | $8,391-93.2% | $13,402-95.7% |