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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 | $76,526 | $167,415-54.3% | $140,514-45.5% | $198,609-61.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 5.57% | 13.85%-8.3pp | 14.36%-8.8pp | 202.70%-197.1pp |
| Employer contribution / active EE | $2,727 | $4,088-33.3% | $3,378-19.3% | $5,055-46.1% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $780 | $16,730-95.3% | $13,697-94.3% | $19,030-95.9% |