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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 | $86,099 | $93,064-7.5% | $74,577+15.4% | $273,972-68.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 2.07% | 26.18%-24.1pp | 20.47%-18.4pp | 41.46%-39.4pp |
| Employer contribution / active EE | $16,134 | $3,160+410.6% | $2,525+538.9% | $4,869+231.4% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,194 | $5,273-39.4% | $4,138-22.8% | $10,133-68.5% |