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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 | $79,768 | $104,664-23.8% | $85,693-6.9% | $167,518-52.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.45% | 21.45%-12.0pp | 21.49%-12.0pp | 478.71%-469.3pp |
| Employer contribution / active EE | $1,111 | $3,337-66.7% | $2,618-57.6% | $4,838-77.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $725 | $10,032-92.8% | $6,874-89.4% | $12,312-94.1% |