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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 | $105,265 | $83,485+26.1% | $125,195-15.9% | $72,976+44.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 18.24% | 25.77%-7.5pp | 43.79%-25.5pp | 81.02%-62.8pp |
| Employer contribution / active EE | $3,333 | $2,346+42.1% | $3,866-13.8% | $2,440+36.6% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,389 | $5,518-56.7% | $9,704-75.4% | $5,124-53.4% |