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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 | $143,203 | $104,251+37.4% | $91,004+57.4% | $147,586-3.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.99% | 27.06%-12.1pp | 4.60%+10.4pp | 578.59%-563.6pp |
| Employer contribution / active EE | $2,609 | $3,116-16.3% | $2,456+6.2% | $4,876-46.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,128 | $8,948-65.0% | $5,417-42.3% | $10,886-71.3% |