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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 | $65,049 | $177,156-63.3% | $147,027-55.8% | $154,746-58.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.05% | 21.94%-13.9pp | 20.23%-12.2pp | 172.34%-164.3pp |
| Employer contribution / active EE | $4,340 | $4,336+0.1% | $3,626+19.7% | $4,379-0.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $305 | $14,904-98.0% | $12,223-97.5% | $14,365-97.9% |