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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 | $63,240 | $72,177-12.4% | $115,038-45.0% | $59,633+6.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.80% | 12.02%-8.2pp | 26.14%-22.3pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $12,235 | $2,841+330.6% | $4,608+165.5% | $2,203+455.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $323 | $4,927-93.4% | $8,175-96.1% | $4,297-92.5% |