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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 | $30,189 | $43,344-30.4% | $59,899-49.6% | $64,173-53.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.63% | -1.55%+13.2pp | 3.46%+8.2pp | 7.63%+4.0pp |
| Employer contribution / active EE | $3,481 | $2,030+71.5% | $2,723+27.8% | $2,381+46.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,141 | $3,008+4.4% | $3,592-12.6% | $4,887-35.7% |