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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 | $144,338 | $181,896-20.6% | $156,551-7.8% | $273,972-47.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.50% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $17,360 | $6,248+177.8% | $5,501+215.6% | $4,869+256.6% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,951 | $15,560+34.6% | $13,028+60.8% | $10,133+106.8% |