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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 | $83,154 | $110,137-24.5% | $161,149-48.4% | $82,637+0.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.08% | 20.69%-5.6pp | 21.16%-6.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $3,678 | $2,856+28.8% | $4,360-15.6% | $2,552+44.1% |
| Participant deferral / active EE | $5,378 | $4,575+17.6% | $6,153-12.6% | $4,126+30.3% |
| Admin fee / account holder | $1,087 | $9,467-88.5% | $15,194-92.8% | $7,339-85.2% |