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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 | $103,994 | $52,678+97.4% | $75,784+37.2% | $59,633+74.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.32% | 2.95%-2.6pp | 9.68%-9.4pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $4,839 | $2,193+120.6% | $3,323+45.6% | $2,203+119.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $314 | $3,610-91.3% | $5,300-94.1% | $4,297-92.7% |