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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 | $67,396 | $94,439-28.6% | $73,658-8.5% | $154,746-56.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 11.99% | 28.25%-16.3pp | 29.72%-17.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,060 | $2,527+139.8% | $2,062+193.9% | $6,730-10.0% |
| Admin fee / account holder | $3,745 | $3,843-2.5% | $3,357+11.6% | $14,365-73.9% |