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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 | $45,813 | $49,239-7.0% | $70,462-35.0% | $79,858-42.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.18% | 30.08%-16.9pp | 109.08%-95.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,994 | $2,769+80.4% | $3,710+34.6% | $3,740+33.5% |
| Admin fee / account holder | $643 | $2,876-77.7% | $3,845-83.3% | $5,306-87.9% |