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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 | $95,018 | $76,371+24.4% | $93,621+1.5% | $72,976+30.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 25.58% | 25.82%-0.2pp | 32.76%-7.2pp | 81.02%-55.4pp |
| Employer contribution / active EE | $1,519 | $2,276-33.2% | $2,719-44.1% | $2,440-37.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,327 | $6,839+124.1% | $7,890+94.3% | $5,124+199.1% |