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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 | $49,412 | $49,025+0.8% | $87,502-43.5% | $62,881-21.4% |
| Participation rate | 97.0% | 64.9%+32.1pp | 73.8%+23.1pp | 69.3%+27.7pp |
| Annual return | 7.72% | 10.02%-2.3pp | 12.21%-4.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $9,178 | $1,372+569.0% | $2,550+260.0% | $2,281+302.4% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,545 | $4,065-12.8% | $4,221-16.0% | $4,296-17.5% |