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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 | $59,612 | $40,275+48.0% | $57,356+3.9% | $59,6330% |
| Participation rate | 73.3% | 69.1%+4.2pp | 75.1%-1.7pp | 68.7%+4.7pp |
| Annual return | 0.98% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $7,948 | $1,921+313.7% | $2,689+195.6% | $2,203+260.8% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,251 | $2,820-20.2% | $3,357-33.0% | $4,297-47.6% |