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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 | $48,028 | $78,015-38.4% | $178,505-73.1% | $80,959-40.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 15.57% | 18.10%-2.5pp | 27.16%-11.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,513 | $2,281+54.0% | $3,955-11.2% | $2,757+27.4% |
| Participant deferral / active EE | $9,021 | $4,406+104.7% | $6,280+43.6% | $4,300+109.8% |
| Admin fee / account holder | $3,958 | $7,160-44.7% | $10,428-62.0% | $6,925-42.8% |