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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 | $34,440 | $69,977-50.8% | $108,582-68.3% | $62,881-45.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 19.21% | 10.73%+8.5pp | -51.70%+70.9pp | 20.14%-0.9pp |
| Employer contribution / active EE | $3,923 | $2,135+83.8% | $3,758+4.4% | $2,281+72.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,056 | $5,076-79.2% | $7,645-86.2% | $4,296-75.4% |