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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 | $183,712 | $212,777-13.7% | $173,703+5.8% | $198,609-7.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.74% | 18.82%-1.1pp | 17.46%+0.3pp | 202.70%-185.0pp |
| Employer contribution / active EE | $4,167 | $5,214-20.1% | $4,288-2.8% | $5,055-17.6% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,904 | $19,536-80.0% | $15,562-74.9% | $19,030-79.5% |