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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 | $156,616-60.3% | $133,346-53.4% | $198,609-68.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 10.00% | 44.25%-34.2pp | 36.85%-26.8pp | 202.70%-192.7pp |
| Employer contribution / active EE | $1,542 | $3,368-54.2% | $2,853-46.0% | $5,055-69.5% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,825 | $17,468-78.1% | $14,264-73.2% | $19,030-79.9% |