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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 | $32,210 | $153,311-79.0% | $109,313-70.5% | $273,972-88.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.51% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $138 | $5,619-97.5% | $3,892-96.5% | $4,869-97.2% |
| Participant deferral / active EE | $7,960 | $3,932+102.4% | $3,166+151.4% | $5,287+50.6% |
| Admin fee / account holder | $2,790 | $8,076-65.5% | $5,666-50.8% | $10,133-72.5% |