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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 | $43,891 | $123,000-64.3% | $105,582-58.4% | $198,609-77.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 14.00% | 18.31%-4.3pp | 18.61%-4.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $4,526 | $3,582+26.4% | $2,984+51.7% | $5,055-10.5% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $454 | $16,254-97.2% | $12,856-96.5% | $19,030-97.6% |