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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 | $65,023 | $65,0270% | $90,970-28.5% | $79,852-18.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.44% | 30.45%-20.0pp | 134.58%-124.1pp | 31.72%-21.3pp |
| Employer contribution / active EE | $7,576 | $1,247+507.4% | $2,122+256.9% | $2,471+206.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,082 | $4,535-76.1% | $5,960-81.9% | $5,306-79.6% |