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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 | $57,376 | $123,155-53.4% | $108,753-47.2% | $155,188-63.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 13.25% | 44.73%-31.5pp | 37.47%-24.2pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,222 | $2,811-21.0% | $2,427-8.4% | $4,248-47.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $765 | $12,126-93.7% | $10,320-92.6% | $14,480-94.7% |