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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 | $58,757 | $136,860-57.1% | $120,344-51.2% | $154,746-62.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.44% | 21.38%-10.9pp | 20.30%-9.9pp | 172.34%-161.9pp |
| Employer contribution / active EE | $8,937 | $3,533+153.0% | $3,020+195.9% | $4,379+104.1% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,692 | $15,393-82.5% | $12,742-78.9% | $14,365-81.3% |