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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 | $42,951 | $55,684-22.9% | $75,900-43.4% | $72,976-41.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.11% | 27.60%-8.5pp | 30.73%-11.6pp | 81.02%-61.9pp |
| Employer contribution / active EE | $3,083 | $1,687+82.8% | $2,501+23.3% | $2,440+26.4% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,736 | $3,981+119.4% | $5,421+61.2% | $5,124+70.5% |