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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 | $54,953 | $46,534+18.1% | $64,097-14.3% | $75,177-26.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.93% | 26.07%-8.1pp | 33.75%-15.8pp | 160.75%-142.8pp |
| Employer contribution / active EE | $4,402 | $1,976+122.8% | $2,750+60.1% | $2,671+64.8% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,284 | $2,957-56.6% | $3,070-58.2% | $5,651-77.3% |