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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 | $46,231 | $67,602-31.6% | $82,312-43.8% | $70,126-34.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.17% | 21.57%-6.4pp | 25.88%-10.7pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,586 | $1,755+47.4% | $2,428+6.5% | $2,343+10.4% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $514 | $4,512-88.6% | $5,608-90.8% | $4,645-88.9% |