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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 | $23,892 | $111,814-78.6% | $103,378-76.9% | $145,978-83.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.71% | 24.80%-11.1pp | 24.91%-11.2pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,176 | $4,215-72.1% | $3,870-69.6% | $4,662-74.8% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $723 | $9,764-92.6% | $8,401-91.4% | $13,400-94.6% |