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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 | $71,776 | $51,222+40.1% | $70,544+1.7% | $75,173-4.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 14.46% | 30.06%-15.6pp | 32.79%-18.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $3,160 | $1,827+73.0% | $2,976+6.2% | $2,671+18.3% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $694 | $4,096-83.1% | $6,427-89.2% | $5,651-87.7% |