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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 | $65,856 | $177,595-62.9% | $148,496-55.7% | $198,609-66.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.58% | 9.97%-2.4pp | 12.33%-4.7pp | 202.70%-195.1pp |
| Employer contribution / active EE | $12,313 | $4,098+200.5% | $3,497+252.1% | $5,055+143.6% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,080 | $27,010-92.3% | $19,547-89.4% | $19,030-89.1% |