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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 | $39,151 | $158,852-75.4% | $121,220-67.7% | $135,380-71.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 7.18% | -0.64%+7.8pp | 16.94%-9.8pp | 519.81%-512.6pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,269 | $4,006+6.6% | $3,345+27.6% | $5,609-23.9% |
| Admin fee / account holder | $3,150 | $6,515-51.6% | $5,021-37.3% | $10,828-70.9% |