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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 | $134,684 | $90,400+49.0% | $186,193-27.7% | $87,485+54.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 16.97% | 22.15%-5.2pp | 78.03%-61.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,786 | $2,170-17.7% | $3,918-54.4% | $2,596-31.2% |
| Participant deferral / active EE | $0 | $4,330-100.0% | $6,513-100.0% | $4,274-100.0% |
| Admin fee / account holder | $584 | $8,673-93.3% | $11,058-94.7% | $7,775-92.5% |