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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 | $58,557 | $104,251-43.8% | $91,004-35.7% | $147,586-60.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 9.81% | 27.06%-17.3pp | 4.60%+5.2pp | 578.59%-568.8pp |
| Employer contribution / active EE | $4,931 | $3,116+58.2% | $2,456+100.8% | $4,876+1.1% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,506 | $8,948-60.8% | $5,417-35.3% | $10,886-67.8% |