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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 | $36,584 | $117,895-69.0% | $102,460-64.3% | $145,897-74.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 31.92%-31.9pp | 29.47%-29.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $3,074 | $3,619-15.1% | $3,025+1.6% | $4,663-34.1% |
| Participant deferral / active EE | $4,653 | $5,736-18.9% | $5,056-8.0% | $6,689-30.4% |
| Admin fee / account holder | $328 | $13,353-97.5% | $9,460-96.5% | $13,390-97.5% |