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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 | $177,856 | $74,879,922-99.8% | $40,145,923-99.6% | $273,972-35.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 2.20% | 2.55%-0.3pp | 5.24%-3.0pp | 41.46%-39.3pp |
| Employer contribution / active EE | $13,848 | $2,350+489.3% | $1,844+651.1% | $4,869+184.4% |
| Participant deferral / active EE | $9,725 | $2,962+228.3% | $2,591+275.4% | $5,287+83.9% |
| Admin fee / account holder | $513 | $3,725-86.2% | $2,903-82.3% | $10,133-94.9% |