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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 | $47,196 | $149,741-68.5% | $118,914-60.3% | $158,982-70.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.54% | 19.94%-8.4pp | 35.89%-24.3pp | 302.99%-291.4pp |
| Employer contribution / active EE | $4,688 | $4,119+13.8% | $3,264+43.6% | $4,763-1.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,363 | $8,607-84.2% | $6,582-79.3% | $11,252-87.9% |