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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 | $60,302 | $81,504-26.0% | $102,437-41.1% | $80,959-25.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 16.64% | 25.60%-9.0pp | 24.95%-8.3pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,265 | $3,104-27.0% | $3,871-41.5% | $2,757-17.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,004 | $6,719-85.1% | $8,388-88.0% | $6,925-85.5% |