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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 | $59,346 | $104,251-43.1% | $91,004-34.8% | $147,586-59.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.13% | 27.06%-9.9pp | 4.60%+12.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $9,211 | $3,116+195.6% | $2,456+275.1% | $4,876+88.9% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,098 | $8,948-76.6% | $5,417-61.3% | $10,886-80.7% |