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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 | $99,164 | $65,712+50.9% | $57,196+73.4% | $273,972-63.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.55% | 22.01%-16.5pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,355 | $3,280-28.2% | $2,683-12.2% | $4,869-51.6% |
| Participant deferral / active EE | $8,625 | $3,782+128.1% | $3,096+178.6% | $5,287+63.1% |
| Admin fee / account holder | $843 | $4,838-82.6% | $3,141-73.1% | $10,133-91.7% |