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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 | $60,959 | $73,955-17.6% | $96,520-36.8% | $75,181-18.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.05% | 26.72%-5.7pp | 35.72%-14.7pp | 160.69%-139.6pp |
| Employer contribution / active EE | $3,608 | $2,930+23.2% | $3,739-3.5% | $2,671+35.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $831 | $5,217-84.1% | $6,733-87.7% | $5,650-85.3% |