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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 | $62,757 | $117,904-46.8% | $102,457-38.7% | $145,978-57.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 31.80%-19.4pp | 29.41%-17.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $2,764 | $3,613-23.5% | $3,022-8.5% | $4,662-40.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,287 | $13,329-75.3% | $9,451-65.2% | $13,400-75.5% |