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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 | $45,911 | $81,504-43.7% | $102,437-55.2% | $80,959-43.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 21.93% | 25.60%-3.7pp | 24.95%-3.0pp | 35.67%-13.7pp |
| Employer contribution / active EE | $11,096 | $3,104+257.5% | $3,871+186.7% | $2,757+302.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,909 | $6,719+2.8% | $8,388-17.6% | $6,925-0.2% |