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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 | $78,013-38.4% | $178,449-73.1% | $80,911-40.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.57% | 18.07%-2.5pp | 27.09%-11.5pp | 35.63%-20.1pp |
| Employer contribution / active EE | $3,513 | $2,287+53.6% | $3,951-11.1% | $2,756+27.5% |
| Participant deferral / active EE | $9,021 | $4,408+104.7% | $6,277+43.7% | $4,297+109.9% |
| Admin fee / account holder | $3,958 | $7,166-44.8% | $10,362-61.8% | $6,935-42.9% |