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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 | $146,834 | $92,219+59.2% | $76,767+91.3% | $135,380+8.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.02% | 5.46%+3.6pp | 2.43%+6.6pp | 519.81%-510.8pp |
| Employer contribution / active EE | $851 | $3,216-73.5% | $2,485-65.8% | $4,779-82.2% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,423 | $10,749-86.8% | $6,675-78.7% | $10,828-86.9% |