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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 | $66,415 | $100,805-34.1% | $86,698-23.4% | $134,532-50.6% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | 16.86% | 29.09%-12.2pp | 35.95%-19.1pp | 418.27%-401.4pp |
| Employer contribution / active EE | $2,727 | $3,490-21.9% | $2,837-3.9% | $4,741-42.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $768 | $10,925-93.0% | $7,493-89.8% | $11,429-93.3% |