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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 | $58,717 | $113,338-48.2% | $94,993-38.2% | $147,585-60.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.55% | 20.80%-9.2pp | 27.14%-15.6pp | 578.58%-567.0pp |
| Employer contribution / active EE | $3,147 | $3,160-0.4% | $2,603+20.9% | $4,876-35.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $960 | $6,063-84.2% | $4,960-80.7% | $10,886-91.2% |