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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 | $48,399 | $72,404-33.2% | $110,243-56.1% | $64,173-24.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.12% | -6.29%+19.4pp | 314.76%-301.6pp | 7.63%+5.5pp |
| Employer contribution / active EE | $2,622 | $2,282+14.9% | $3,827-31.5% | $2,381+10.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,272 | $5,664-59.9% | $8,548-73.4% | $4,887-53.5% |