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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 | $32,446 | $100,970-67.9% | $96,576-66.4% | $137,256-76.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.20% | 38.16%-17.0pp | 38.47%-17.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $30,262 | $8,286+265.2% | $7,956+280.3% | $6,407+372.3% |
| Admin fee / account holder | $6,707 | $11,312-40.7% | $11,381-41.1% | $12,270-45.3% |