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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 | $115,475 | $59,440+94.3% | $78,004+48.0% | $82,637+39.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 15.88% | 40.24%-24.4pp | 31.07%-15.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $4,412 | $1,750+152.0% | $2,469+78.7% | $2,552+72.9% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $877 | $5,504-84.1% | $7,578-88.4% | $7,339-88.0% |