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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 | $43,891 | $87,166-49.6% | $76,735-42.8% | $137,256-68.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.00% | 26.50%-12.5pp | 29.77%-15.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,526 | $2,904+55.8% | $2,454+84.4% | $4,156+8.9% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $454 | $8,403-94.6% | $7,189-93.7% | $12,270-96.3% |