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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 | $54,199 | $87,733-38.2% | $106,555-49.1% | $85,847-36.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 16.66% | 21.86%-5.2pp | 26.80%-10.1pp | 318.61%-301.9pp |
| Employer contribution / active EE | $1,354 | $2,073-34.7% | $2,819-52.0% | $2,565-47.2% |
| Participant deferral / active EE | $2,438 | $3,469-29.7% | $4,399-44.6% | $3,952-38.3% |
| Admin fee / account holder | $755 | $6,767-88.8% | $7,408-89.8% | $6,261-87.9% |