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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 | $141,731 | $162,967-13.0% | $135,792+4.4% | $138,895+2.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 15.48% | 30.08%-14.6pp | 25.96%-10.5pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,000 | $4,211-52.5% | $3,496-42.8% | $4,194-52.3% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,747 | $15,306-88.6% | $12,266-85.8% | $12,562-86.1% |