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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 | $22,540 | $65,696-65.7% | $56,429-60.1% | $147,586-84.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 13.38% | 13.32%+0.1pp | 19.04%-5.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $3,074 | $4,121-25.4% | $3,405-9.7% | $4,876-37.0% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,559 | $5,947+60.8% | $4,466+114.0% | $10,886-12.2% |