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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 | $40,844 | $67,602-39.6% | $82,312-50.4% | $70,126-41.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 30.65% | 21.57%+9.1pp | 25.88%+4.8pp | 73.15%-42.5pp |
| Employer contribution / active EE | $3,144 | $1,755+79.1% | $2,428+29.5% | $2,343+34.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $898 | $4,512-80.1% | $5,608-84.0% | $4,645-80.7% |