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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 | $91,972 | $52,678+74.6% | $75,784+21.4% | $59,633+54.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.98% | 2.95%-2.0pp | 9.68%-8.7pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,978 | $2,193+35.8% | $3,323-10.4% | $2,203+35.2% |
| Participant deferral / active EE | $5,758 | $2,591+122.2% | $3,652+57.7% | $3,192+80.4% |
| Admin fee / account holder | $1,153 | $3,610-68.1% | $5,300-78.2% | $4,297-73.2% |