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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 | $137,203 | $87,733+56.4% | $106,555+28.8% | $85,847+59.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 18.60% | 21.86%-3.3pp | 26.80%-8.2pp | 318.61%-300.0pp |
| Employer contribution / active EE | $1,704 | $2,073-17.8% | $2,819-39.6% | $2,565-33.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,269 | $6,767-22.1% | $7,408-28.9% | $6,261-15.8% |