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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 | $95,942 | $123,155-22.1% | $108,753-11.8% | $155,188-38.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 8.26% | 44.73%-36.5pp | 37.47%-29.2pp | 148.84%-140.6pp |
| Employer contribution / active EE | $10,000 | $2,811+255.7% | $2,427+312.1% | $4,248+135.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $946 | $12,126-92.2% | $10,320-90.8% | $14,480-93.5% |