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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 | $70,625 | $210,510-66.5% | $153,500-54.0% | $145,877-51.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.57% | 13.45%+1.1pp | 15.70%-1.1pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,723 | $6,052-71.5% | $5,039-65.8% | $4,663-63.1% |
| Participant deferral / active EE | $2,580 | $7,974-67.6% | $6,756-61.8% | $6,691-61.4% |
| Admin fee / account holder | $2,887 | $19,455-85.2% | $12,736-77.3% | $13,402-78.5% |