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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 | $124,980-50.3% | $108,359-42.7% | $154,746-59.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.00% | 45.00%-35.0pp | 36.89%-26.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,542 | $2,851-45.9% | $2,399-35.7% | $4,379-64.8% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,825 | $11,502-66.7% | $9,741-60.7% | $14,365-73.4% |