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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 | $60,618 | $192,829-68.6% | $142,516-57.5% | $139,466-56.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.05% | 17.99%-1.9pp | 19.99%-3.9pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,688 | $5,808-70.9% | $4,849-65.2% | $4,754-64.5% |
| Participant deferral / active EE | $2,550 | $7,200-64.6% | $6,280-59.4% | $6,712-62.0% |
| Admin fee / account holder | $1,158 | $15,120-92.3% | $10,008-88.4% | $11,409-89.8% |