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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 | $62,100 | $112,729-44.9% | $98,716-37.1% | $137,256-54.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 10.00% | 38.48%-28.5pp | 31.81%-21.8pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,542 | $2,725-43.4% | $2,279-32.3% | $4,156-62.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,825 | $10,129-62.2% | $8,703-56.0% | $12,270-68.8% |