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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 | $183,675 | $126,661+45.0% | $113,397+62.0% | $138,895+32.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.55% | 25.05%-13.5pp | 23.20%-11.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $870 | $3,456-74.8% | $2,977-70.8% | $4,194-79.3% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,993 | $14,549-51.9% | $11,957-41.5% | $12,562-44.3% |