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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 | $39,118 | $56,054-30.2% | $171,082-77.1% | $62,881-37.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 9.59% | 22.52%-12.9pp | 32.56%-23.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $2,995 | $1,731+73.0% | $4,002-25.2% | $2,281+31.3% |
| Participant deferral / active EE | $2,822 | $3,158-10.6% | $4,797-41.2% | $3,203-11.9% |
| Admin fee / account holder | $366 | $3,647-90.0% | $8,520-95.7% | $4,296-91.5% |