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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 | $63,256 | $61,660+2.6% | $80,022-21.0% | $64,173-1.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.32% | -0.33%+8.6pp | 11.22%-2.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $3,648 | $1,810+101.5% | $2,468+47.8% | $2,381+53.2% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,580 | $5,417-52.4% | $6,521-60.4% | $4,887-47.2% |