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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 | $52,787 | $78,015-32.3% | $178,505-70.4% | $80,959-34.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 16.48% | 18.10%-1.6pp | 27.16%-10.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3,161 | $2,281+38.6% | $3,955-20.1% | $2,757+14.6% |
| Participant deferral / active EE | $5,821 | $4,406+32.1% | $6,280-7.3% | $4,300+35.4% |
| Admin fee / account holder | $3,113 | $7,160-56.5% | $10,428-70.1% | $6,925-55.0% |