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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 | $49,607 | $59,804-17.1% | $81,982-39.5% | $79,856-37.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 10.57% | 17.56%-7.0pp | 41.31%-30.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $4,038 | $1,713+135.7% | $2,498+61.6% | $2,471+63.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $625 | $4,288-85.4% | $5,665-89.0% | $5,306-88.2% |