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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 | $60,533 | $117,337-48.4% | $197,507-69.4% | $122,131-50.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 80.2%+19.8pp | 75.1%+24.9pp |
| Annual return | 13.43% | 13.57%-0.1pp | -4.87%+18.3pp | 16.17%-2.7pp |
| Employer contribution / active EE | $3,337 | $2,217+50.5% | $4,728-29.4% | $3,608-7.5% |
| Participant deferral / active EE | $0 | $3,863-100.0% | $4,383-100.0% | $3,892-100.0% |
| Admin fee / account holder | $7,568 | $16,833-55.0% | $18,594-59.3% | $11,586-34.7% |