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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 | $55,914 | $126,661-55.9% | $113,397-50.7% | $138,895-59.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.86% | 25.05%-11.2pp | 23.20%-9.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $5,714 | $3,456+65.3% | $2,977+91.9% | $4,194+36.2% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,905 | $14,549-80.0% | $11,957-75.7% | $12,562-76.9% |