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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 | $83,581 | $57,590+45.1% | $86,233-3.1% | $82,448+1.4% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 18.21% | 22.41%-4.2pp | 61.39%-43.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $278 | $1,655-83.2% | $2,504-88.9% | $2,551-89.1% |
| Participant deferral / active EE | $2,379 | $3,080-22.7% | $4,559-47.8% | $4,139-42.5% |
| Admin fee / account holder | $6,039 | $4,730+27.7% | $8,342-27.6% | $7,234-16.5% |